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EZ Data Customer Support
Official support for Client Data System ended on December 31, 2011. The support information below remains available as a courtesy to CDS users.
 

Every other week a new Fast Class movie will be published on the Client Data System Training and Support home page. Fast Classes spotlight advanced tools and functionality and serve as a supplement to the Core Courses offered on this web site. A comprehensive listing by date of all previously published CDS Fast Classes appears below. 

Volume 157: Activity Reports
Published March 11, 2009
Volume 156: Runtime User Inputs

Published February 26, 2009
Volume 155: Contact Reports

Published February 11, 2009
Volume 154: Creating a CDS Shortcut

Published January 28, 2009
Volume 153: Creating Key Relationship Definitions

Published January 14, 2009
Volume 152: Data Validation

Published December 30, 2008
Volume 151: Things Done Report

Published December 17, 2008
Volume 150: Custom Labels

Published December 3, 2008
Volume 149: Creating Labels

Published November 19, 2008
Volume 148: Changing Area Codes

Published November 4, 2008
Volume 147: Defining Custom Fields

Published October 22, 2008
Volume 146: Maintaining the Database Cache

Published October 8, 2008
Volume 145: Database Rebuild

Published September 23, 2008
Volume 144: Database Backup

Published September 10, 2008
Volume 143: Life Settlement Prospects

Published August 27, 2008
Volume 142: Mining Data in Custom Fields

Published August 13, 2008
Volume 141: Mass Modifying Data

Published July 29, 2008
Volume 140: Creating an Investment Graph

Published July 15, 2008
Volume 139: Investment Report Options

Published July 2, 2008
Volume 138: IRA Contribution History
Published June 17, 2008
Volume 137: Time Log Based Fee Report

Published June 3, 2008
Volume 136: Server Migration

Published May 20, 2008
Volume 135: Deleted Contact Restoration

Published May 6, 2008
Volume 134: Activity List Options

Published April 22, 2008
Volume 133: Viewing Another User's Calendar

Published April 4, 2008
Volume 132: Adding Contacts to a Set

Published March 21, 2008
Volume 131: Uploading a Document

Published March 7, 2008
Volume 130: Investment Report Disclaimers

Published February 22, 2008
Volume 129: Activity Reports

Published February 8, 2008
Volume 128: Runtime User Inputs

Published January 25, 2008
Volume 127: Contact Reports

Published January 11, 2008
Volume 126: Creating a CDS Shortcut

Published December 28, 2007
Volume 125: Creating Key Relationship Definitions

Published December 14, 2007
Volume 124: Custom Labels

Published November 30, 2007
Volume 123: Creating Labels

Published November 16, 2007
Volume 122: S.I.R. Maintenance

Published November 2, 2007
Volume 121: Data Validation

Published October 19, 2007
Volume 120: Things Done Report

Published October 5, 2007
Volume 119: Defining Custom Fields

Published Septemeber 21, 2007
Volume 118: Changing Area Codes

Published Septemeber 7, 2007
Volume 117: Filter & Set Combo Boxes

Published August 24, 2007
Volume 116: Creating a Template

Published August 10, 2007
Volume 115: Prospect Follow-up with Mass Activity Creation

Published July 27, 2007
Volume 114: Startup Module Selection
Published July 13, 2007
Volume 113: Contact Extract and Load

Published June 29, 2007
Volume 112: Working with Spouse Merge Codes

Published June 15, 2007
Volume 111: Dependent Contact Promotion

Published June 1, 2007
Volume 110: Business Contact Report

Published May 18, 2007
Volume 109: Attaching Files to the SmartPad

Published May 4, 2007
Volume 108: System Filters
Published April 20, 2007
Volume 107: Consolidated SmartPad
Published April 6, 2007
Volume 106: Policy Upselling
Published March 23, 2007
Volume 105: Keyboard Shortcuts
Published March 9, 2007
Volume 104: LTC Prospecting

Published February 23, 2007
Volume 103: Dynamic Report Download

Published February 9, 2007
Volume 102: Managing Duplicate Contacts
Published January 26, 2007
Volume 101: Database Rebuild
Published January 12, 2007
Volume 100: Database Backup
Published December 29, 2006
Volume 99: Mandatory IRA Distributions

Published December 15, 2006
Volume 98: Exporting Labels
Published December 1, 2006
Volume 97: Custom Labels

Published November 17, 2006
Volume 96: Creating Labels

Published November 3, 2006
Volume 95: Important Dates Posting

Published October 20, 2006
Volume 94: Ten Year Term Renewals
Published October 6, 2006
Volume 93: E-Z Renewal: Updating Your License
Published September 22, 2006
Volume 92: Data Export
Published September 8, 2006
Volume 91: Data Import
Published August 25, 2006
Volume 90: Prospect Follow-up with Mass Activity Creation
Published August 11, 2006
Volume 89: Creating a Template
Published July 28, 2006
Volume 88: Dynamic Report Overview part III: Data
Published July 14, 2006
Volume 87: Dynamic Report Overview part II: Dynamic Reports
Published June 30, 2006
Volume 86: Dynamic Report Overview part I: Filters
Published June 16, 2006
Volume 85: Adding a Contact Picture
Published June 2, 2006
Volume 84: Moving and Copying Activities
Published May 19, 2006
Volume 83: New Calendar Features in CDS 6
Published May 5, 2006
Volume 82: CDS Administrator
Published April 7, 2006
Volume 81: Creating a Contact Phone List
Published February 24, 2006
Volume 80: Microsoft® Outlook® E-mail Posting
Published February 10, 2006
Volume 79: Security Enhancements in CDS 6
Published January 27, 2006
Volume 78:Creating Recurring Activities

Published January 13, 2006
Volume 77: Outlook® Synchronization

Published December 30, 2005
Volume 76: HIPAA Compliance Features
Published December 16, 2005
Volume 75: New Features in CDS 6
Published December 2, 2005
Volume 74: Exporting Labels
Published November 18, 2005
Volume 73: Creating Labels
Published November 4, 2005
Volume 72: Control File Update with E-Z Renewal
Published October 21, 2005
Volume 71: Introducing CDS Version 6
Published October 7, 2005
Volume 70: Database Rebuild
Published September 23, 2005
Volume 69: Database Backup
Published September 9, 2005
Volume 68: Managing Duplicate Contacts

Published August 26, 2005
Volume 67: Dynamic Report Contest Winners
Published August 12, 2005
Volume 66: Integration with Profiles+™ Professional

Published July 29, 2005
Volume 65: Working with Spouse Merge Codes
Published July 15, 2005
Volume 64: Changing Area Codes
Published July 1, 2005
Volume 63: Dynamic Report Contest
Published June 17, 2005
Volume 62: Contact Dump and Load
Published June 3, 2005
Volume 61:Keyboard Shortcuts
Published May 20, 2005
Volume 60: Policy Upselling
Published May 6, 2005
Volume 59: New Features in CDS Version 4.3

Published April 22, 2005
Volume 58: Dynamic Report Download
Published April 8, 2005
Volume 57: Life Settlement Prospects
Published March 25, 2005
Volume 56: Laser App Integration
Published March 11, 2005
Volume 55: Time Log Based Fee Report
Published February 25, 2005
Volume 54: Business Contact Report
Published February 11, 2005
Volume 53: Prospect Follow-up with Mass Activity Creation

Published January 28, 2005
Volume 52: Investment Report Disclaimers
Published January 14, 2005
Volume 51: System Filters
Published December 30, 2004
Volume 50: LTC Prospecting
Published December 17, 2004
Volume 49: Exporting Labels
Published December 3, 2004
Volume 48: Creating Labels
Published November 19, 2004
Volume 47: Creating a 'Smart' Shortcut
Published November 5, 2004
Volume 46: Control File Update
Published October 22, 2004
Volume 45: IRA Contribution History
Published October 8, 2004
Volume 44: Ten Year Term Renewals

Published September 24, 2004
Volume 43: Mandatory IRA Distributions
Published September 10, 2004
Volume 42: Building Filters for the Half
(Filtering for age nearest birthday)
Published August 27, 2004
Volume 41: E-Z Mail
Published August 13, 2004
Volume 40: Data Export

Published July 30, 2004
Volume 39: Data Import
Published July 16, 2004
Volume 38: S.I.R. Maintenance
Published July 2, 2004
Volume 37: Database Rebuild
Published June 18, 2004
Volume 36: Data Validation
Published June 4, 2004
Volume 35: Database Backup
Published May 21, 2004
Volume 34: Things Done Report
Published May 7, 2004
Volume 33: Recurring Activities

Published April 23, 2004
Volume 32: Creating Key Relationship Definitions
Published April 9, 2004
Volume 31: Consolidated SmartPad
Published March 26, 2004
Volume 30: Importing Group Census Records
Published March 12, 2004
Volume 29: Filter and Set Combo Boxes
Published February 27, 2004
Volume 28: Attaching Files to the SmartPad
Published February 13, 2004
Volume 27: Launching CDS in Calendar View
Published January 30, 2004
Volume 26: Calendar Activity Reports
Published January 16, 2004
Volume 25: Contact Reports
Published January 2, 2004
Volume 24: Run Time User Inputs
Published December 19, 2003
Volume 23: Exporting Labels
Published December 5, 2003
Volume 22: Creating Labels
Published November 21, 2003
Volume 21: Defining Custom Fields
Published November 11, 2003
Volume 20: Spreadsheet Data Export
Published October 24, 2003
Volume 19: Important Dates Posting
Published October 13, 2003
Volume 18: Mass Activity Creation
Published September 19, 2003

E-Z News Archives

Before the Fast Class, helpful hints and functionality specific training was delivered via E-Z News. A comprehensive listing by date of all published editions of E-Z News appears below.

Volume 17: Filter and Sort
Published August 22, 2003
Volume 16: Customize Your View in CDS
Published May 20, 2003
Volume 15: Database Maintenance
Published April 4, 2003
Volume 14: Back Up Your Data
Published January 10, 2003
Volume 13: Creating Letter Templates in MS-Word
Published December 13, 2002
Volume 12: Creating Letter Templates
Published November 18, 2002
Volume 11: Keyboard Shortcuts
Published April 10, 2002
Volume 10: Customizing Field Choices
Published February 1, 2002
Volume 9: Labels and Mass Mailing
Published January 25, 2002
Volume 8: Policy Summary Setup
Published November 12, 2001
Volume 7: Recurring Activities
Published November 7, 2001
Volume 6: Logging In Made E-Z
Published October 12, 2001
Volume 5: Storing Illustrations
Published September 26, 2001
Volume 4: The Clever Calendar (Automatic Calendar Activities)
Published August 8, 2001
Volume 3: How to Liquidate a Position
Published July 13, 2001
Volume 2: Smart tips for the SmartPad
Published June 22, 2001
Volume 1: Displaying your Calendar Automatically
Published June 7, 2001

Additional Resources
Flash Player is required to view Training Movies and Fast Classes.
User Guides and Printable versions of Fast Classes are available in .PDF format.

 

 

 

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