This class focuses on various search methods and techniques to locate client data efficiently. Participants will learn to create saved searches, use advanced search criteria, and organize information using favourite lists for instant access. In addition, participants will learn how to locate and run interaction-based reports, and how to perform essential data management tasks.

Agenda:

• Advanced Search: searching within specific fields and criteria
• Creating and managing Catalog Searches
• Saving searches for future use
• Setting up Quick Access Icons for saved searches
• Creating and managing Favourite Lists
• Adding and removing entries from Favourite Lists
• Creating Quick Access icons for Favourite Lists
• Creating and running Interaction reports
• Combining duplicate records and data cleanup techniques
• Using global edit for mass record updates
• Moving contacts between Companies and Households
• Best practices for data entry and organization

Time:

150 minutes, with time for questions

Class Code: FSE-103

Class Type: Financial Advisor Training Class (required / beginner)