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Client Data System: Progress and Plans for the Future. Eric Burgess Sr. Product Manager Esther Chang Product Manager. Overview. CDS v6.0 Progress Review CDS v6.1 Question & Answer Session. Client Data System v6. Look and Feel Updates Technology Upgrades Usability Improvements

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Client data system progress and plans for the future

Client Data System:Progress and Plans for the Future

Eric Burgess

Sr. Product Manager

Esther Chang

Product Manager


  • CDS v6.0 Progress Review

  • CDS v6.1

  • Question & Answer Session

Client data system v6
Client Data System v6

  • Look and Feel Updates

  • Technology Upgrades

  • Usability Improvements

  • Security Enhancements

Client data system look and feel updates
Client Data SystemLook and Feel Updates

  • CDS Desktop

    • CDS 6 has a refreshed look but everything is in the same place – no new training!

    • Upgraded colors and design capture the look of the modern Windows desktop

    • Customizable startup module

    • Three different icon sizes

    • Customizable look and feel options (fonts, wallpaper, theme)

Client data system look and feel updates1
Client Data SystemLook and Feel Updates

  • Calendar Module

    • Optional shading on Calendar Views for easier reading

    • More information on each activity shown on the WeekView

    • More than twice as many priority choices/color options

    • Timed Activities and To Do’s are more distinct types now

    • The Activity View option shows which user calendars are being displayed

    • Calendar Views have pop-up tool tips showing the Activity Reason and Subject lines

    • WeekView is now expandable

    • Recurring Activities – More intuitive options

Client data system look and feel updates2
Client Data SystemLook and Feel Updates

  • Contact Module

    • Expanded Key Relations tab

    • Client picture window

    • Optional shading on spreadsheets

    • Additional custom fields

    • New Letters/Documents tab

  • Reports

    • Updated design and consistent appearance for Crystal Reports

    • “Classic” Crystal Reports still available

Client data system technology upgrades
Client Data SystemTechnology Upgrades

  • Sybase ASA 9

    • Better cache management

    • Improved query processing

    • Database Encryption

  • Spreadsheet Controls

    • Faster performance

    • Improved sorting

    • Better customization controls

    • Alternate shading

Client data system technology upgrades1
Client Data SystemTechnology Upgrades

  • Crystal Reports

    • Crystal Reports Version 10

    • Improved performance

    • Optimized formatting features

    • HTML preview

  • E-Z Editor and Text Controls

    • More font controls/color options

    • Bulleted and numbered lists

    • Headers and Footers

    • Export/E-mail directly to PDF format

Client data system technology upgrades2
Client Data SystemTechnology Upgrades

  • Spelling check upgrade

    • Real time spell-checking

    • Integration with the default word processor custom dictionary

    • Improved performance

  • Fax Manager and Scanner components updated

  • Online Help System

    • Web-based (immediate updates/faster performance)

    • Superior navigation

    • Opportunity to provide feedback

Client data system usability improvements
Client Data SystemUsability Improvements

  • Calendar

    • User-friendly interface with easier date/time selection tools

    • Start Time/End Time replaces Duration for better synchronization

    • E-mail calendar invitations using Microsoft Outlook/Lotus Notes

    • All Day Events

    • Enhanced Recurring Activity handling

    • Better Activity Reminder controls

Client data system usability improvements1
Client Data SystemUsability Improvements

  • Contact

    • Optional secure fields

    • New Category field to help with Outlook synchronization

    • HIPAA options

    • Phone Numbers moved to the top of the Contact Record

    • MapQuest button

    • Do Not Call option on Contact Phone

    • Easier to add with Contact’s information to a Key Relation

    • Free-form Net Worth field added

Client data system usability improvements2
Client Data SystemUsability Improvements

  • Letters

    • PDF attachments to e-mail

    • Additional options for sending e-mail from CDS using Outlook

    • Specify image/file attachments to e-mail

    • Privacy for Form Letters

  • General Base System

    • More search options on almost every search window

    • Remarks field allows more characters

    • Expanded exporting options

Client data system usability improvements3
Client Data SystemUsability Improvements

  • General Base System

    • Ascending and Descending options in the fields with system choices

    • Expanded printing options

    • SmartPad Text Search option

    • Spreadsheet HTML export

    • Group Benefits Module optimized

    • Dozens of additional solutions to individual modules

Client data system security enhancements
Client Data SystemSecurity Enhancements

  • Security Improvements

    • Simple database encryption - stronger encryption available

    • Password requirement/expiration

    • Secure fields to protect sensitive contact information

  • HIPAA Implementation

    • Contact record includes HIPAA status tracking

    • Form Letters and Products have HIPAA status to prevent inappropriate correspondence from being sent

    • HIPAA Reports to track Protected and Cleared Contacts

Client data system outlook integration
Client Data SystemOutlook Integration

  • Outlook E-mail Posting

    • Add a new Contact record directly from the e-mail posting dialog box

    • Send CDS activities as an online e-mail invitation

    • Improved interface for indication of posted messages

    • Exporting CDS Contact Information in the vCard (.vcf) format for use in Microsoft Outlook

    • Expanded Help System for E-mail Posting

Client data system outlook integration1
Client Data SystemOutlook Integration

  • Outlook Synchronization

    • Choice to synchronize only Contacts & Notes, only Activities or both

    • Configuration settings consolidated on one User Profile tab

    • A new Synchronization Report shows exactly what data synchronized

    • Optimized performance by revisiting/redesigning the Activity module

    • Improved user interface

Client data system version v6 1
Client Data SystemVersion v6.1

  • Service Release

    • Address issues raised during early release of v6.0

  • Update Utility

    • Automatically downloaded updates

    • Quick installation of new revisions to resolve issues

  • MobileMerge Enhancements

    • Take only a Set of Contacts into MobileMerge

    • Database information to remain in read-only form

    • Faster performance when starting a session