·         setting up workflow processes

·         email archiving and document management;

·         using the Advantage calendar, including the public calendar;

·         creating static and dynamic groups;

·         importing various data, such as money balances and portfolio values;

·         merge to Word;

·         managing Required Minimum Distributions;

·         creating custom reports using the Report Builder;

·         creating retirement projections;

·         managing the marketing pipeline.

·         setting up workflow processes

·         email archiving and document management;

·         using the Advantage calendar, including the public calendar;

·         creating static and dynamic groups;

·         importing various data, such as money balances and portfolio values;

·         merge to Word;

·         managing Required Minimum Distributions;

·         creating custom reports using the Report Builder;

·         creating retirement projections;

·         managing the marketing pipeline. 

·         setting up workflow processes

·         email archiving and document management;

·         using the Advantage calendar, including the public calendar;

·         creating static and dynamic groups;

·         importing various data, such as money balances and portfolio values;

·         merge to Word;

·         managing Required Minimum Distributions;

·         creating custom reports using the Report Builder;

·         creating retirement projections;

·         managing the marketing pipeline.

·         setting up workflow processes

·         email archiving and document management;

·         using the Advantage calendar, including the public calendar;

·         creating static and dynamic groups;

·         importing various data, such as money balances and portfolio values;

·         merge to Word;

·         managing Required Minimum Distributions;

·         creating custom reports using the Report Builder;

·         creating retirement projections;

·         managing the marketing pipeline.

Part 1: Getting Started and learning your way around. The Home screen. Adding a task, note, and appointment. How to access Help (~18 minutes)

Part 2: Contacts and Clients. Using the Note, Task, or Work Flow Libraries to more efficiently manage your practice. (~29 minutes)

Part 3: Groups, Mail Merges and Reports (~19 minutes)

Part 4: Document Management, Archiving Email and Synchronizing with Outlook. (~24 minutes)

Every user of Advantage has their own Home screen that reminds them of upcoming appointments and tasks, as well as documents that are awaiting their review. Every user may also set their own options for how Advantage will behave for them. (15 minutes)

Adding an appointment and reviewing the appointment fields (first 5 minutes of tutorial).
Discussing calendar views and calendar options. Adding holidays to the calendar. (remaining 20 minutes of tutorial)

How to add a Task, Note or Workflow to the Library and why. How to assign a Task, Note or Workflow to the Library. (~14 minutes) 

This tutorial includes a copy of the database WorkflowSampleData.mdb, which is discussed in the 04-3 tutorial on the workflow library.  After the file is downloaded, listen to the tutorial, which will explain how to use the workflows in the WorkflowSampleData.mdb database file. 

This tutorial is of interest ONLY to those who began using ProTracker prior to June, 2006. If you began using ProTracker Advantage after June 2006, then you already have these workflows in your database.  (11 minutes) 

Part 1 of this 2-part tutorial shows adding a tax-deferred asset for a client and calculating RMD for the asset using Advantage's RMD Calculator. Entering a withdrawal for the asset is also shown. (8 minutes)

Part 2 of this 2-part tutorial takes a global look at RMD for all clients who are required to take distributions. The RMD Wizard is taught, as well as using the Global RMD screen. The overview of RMD in the Help file is referenced for more information on RMD.  (8 minutes)

Learn the types of groups and how to create each type. Learn to use keywords to define a dynamic group's criteria. Two Holiday Card groups are created. (~28 minutes) 

In this tutorial, a dynamic group is created and used to do a Merge to Word. The merged document is saved to Document Management and a record of the communications is saved and linked to the merged document. Touch Option groups are discussed. Labels are created using Word. (~16 minutes)

Where Merge to Word may be accessed in Advantage. Where to store your templates to access from various Advantage screens and by all Advantage users. (~16 minutes)

Use your choice of one static group or two dynamic groups to create and maintain your holiday card recipient list. Using the list, create sheet labels or custom envelopes. (~18 minutes)

Learn how to set up document management and access your client, contact and group documents in Advantage using Document Explorer. Scanning and linking documents are covered as is finding documents and linking documents to Estate Planning, Insurance, and Asset records. (~19 minutes)

Learn how to archive email messages from Outlook to Advantage for all contacts whose email address entered in Advantage on the Contact Profile matches the email address in an Outlook message. Learn how to view a contact's email messages from within Advantage. (15 minutes) 

Learn how to create and edit custom reports using the report builder. (~22 minutes)

Laser App is form-filling software that may be accessed from an Advantage Client or Contact profile. A standard Laser App form (any of hundreds that may be downloaded by Laser App) may be populated with client or contact information from the Advantage database. (~3 minutes) 

Worldox is a paperless digital document management software system that may be accessed from within ProTracker Advantage using Trumpet Software's Virtuoso. This tutorial demonstrates the interface (5 minutes)

Learn how to keep track of your prospects and monitor their progress toward becoming clients. Set up marketing campaigns, view conversion rates and referrals lists, and produce a prioritized report of active prospects. (20 minutes)