Ebix CRM
CRM Solutions for Insurance and Financial Services
Canada   Contact Us

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.
It all begins here! The first Client Data System training course, CDS Orientation, covers everything you will need to know to navigate through CDS 6 and begin using your system.
View the movies in the order presented then log in to the DEMO database in CDS 6 to practice the functionality presented in each lesson.
CDS Orientation
Lesson One: Getting Started >>
Lesson Two: CDS Navigation >>
Lesson Three: Searching for Contact Records >>
Lesson Four: Working with Summary Spreadsheets >>
Lesson Five: Summary Spreadsheet Customization >>
Lesson Six: Exporting Summary Data >>
After completing CDS Orientation, continue on to the next course: CDS Contact Management.
Let us know what you think!
Please take a moment to give us some feedback on CDS Orientation.
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.




Copyright 2012 Ebix, Inc. Terms of Use Privacy Policy Sitemap Send us Feedback