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DTSTART;TZID=America/Toronto:20251014T130000
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CREATED:20250912T140948Z
LAST-MODIFIED:20250912T140948Z
UID:10000126-1760446800-1760455800@www.maximizer.com
SUMMARY:Advanced Searching\, Reports\, and Data Management
DESCRIPTION: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. \nAgenda: \n• Advanced Search: searching within specific fields and criteria\n• Creating and managing Catalog Searches\n• Saving searches for future use\n• Setting up Quick Access Icons for saved searches\n• Creating and managing Favourite Lists\n• Adding and removing entries from Favourite Lists\n• Creating Quick Access icons for Favourite Lists\n• Creating and running Interaction reports\n• Combining duplicate records and data cleanup techniques\n• Using global edit for mass record updates\n• Moving contacts between Companies and Households\n• Best practices for data entry and organization \nTime: \n150 minutes\, with time for questions \nClass Code: FSE-103 \nClass Type: Financial Advisor Training Class (required / beginner)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OTFiODFjMzEtMDhlYy00Y2Y4LWE4NjktNjRhMzQ5OGQ3YzEx%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2024/12/Sales-Leadership-styles_blog.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OTFiODFjMzEtMDhlYy00Y2Y4LWE4NjktNjRhMzQ5OGQ3YzEx%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
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DTSTART;TZID=America/Toronto:20250902T130000
DTEND;TZID=America/Toronto:20250902T153000
DTSTAMP:20260615T032143
CREATED:20250725T180731Z
LAST-MODIFIED:20250814T231209Z
UID:10000022-1756818000-1756827000@www.maximizer.com
SUMMARY:Advanced Searching\, Reports\, and Data Management
DESCRIPTION: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. \nAgenda: \n• Advanced Search: searching within specific fields and criteria\n• Creating and managing Catalog Searches\n• Saving searches for future use\n• Setting up Quick Access Icons for saved searches\n• Creating and managing Favourite Lists\n• Adding and removing entries from Favourite Lists\n• Creating Quick Access icons for Favourite Lists\n• Creating and running Interaction reports\n• Combining duplicate records and data cleanup techniques\n• Using global edit for mass record updates\n• Moving contacts between Companies and Households\n• Best practices for data entry and organization \nTime: \n150 minutes\, with time for questions \nClass Code: FSE-103 \nClass Type: Financial Advisor Training Class (required / beginner)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTFiNjBiMDYtM2IxMS00YjliLWFkNTAtNDUxMzJjZGViMTRl%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2024/12/Sales-Leadership-styles_blog.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTFiNjBiMDYtM2IxMS00YjliLWFkNTAtNDUxMzJjZGViMTRl%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
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DTSTART;TZID=America/Toronto:20250811T140000
DTEND;TZID=America/Toronto:20250811T163000
DTSTAMP:20260615T032143
CREATED:20250805T174029Z
LAST-MODIFIED:20250814T231729Z
UID:10000095-1754920800-1754929800@www.maximizer.com
SUMMARY:Advanced Searching\, Reports\, and Data Management
DESCRIPTION: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. \nAgenda: \n• Advanced Search: searching within specific fields and criteria\n• Creating and managing Catalog Searches\n• Saving searches for future use\n• Setting up Quick Access Icons for saved searches\n• Creating and managing Favourite Lists\n• Adding and removing entries from Favourite Lists\n• Creating Quick Access icons for Favourite Lists\n• Creating and running Interaction reports\n• Combining duplicate records and data cleanup techniques\n• Using global edit for mass record updates\n• Moving contacts between Companies and Households\n• Best practices for data entry and organization \nTime: \n150 minutes\, with time for questions \nClass Code: FSE-103 \nClass Type: Financial Advisor Training Class (required / beginner)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OWJkODFmMWItNGJjNi00Yzc2LTkyNjAtNWNkZGRkNThjYTcy%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2024/12/Sales-Leadership-styles_blog.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OWJkODFmMWItNGJjNi00Yzc2LTkyNjAtNWNkZGRkNThjYTcy%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
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