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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

overview
Overview
  • 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