Coming in May.....new ProTracker Advantage features!

New features include:

  • Password protection on opening
  • User restrictions to hide data
  • Listviews will display faster
  • Graphical interface improvements – a cleaner, more modern display
  • Improved search
  • Multi-Line viewing

Calendar

  • Drag-and-drop features
  • Same features as available in Outlook
  • Tasks can be displayed on calendar view
  • Option to email available times

Listviews/Reports

  • Faster display
  • Toggles for multi-line and alternate row shading
  • Columns can be sorted, moved, added or removed 
  • Reports can be set to open directly as PDF
  • New Exceptions tabs 

Accounts /taxes

  • RMD – Report to show clients who are 70.5 and older and require RMDs
  • Federal tax return summary – more tracking options

Groups

  • See who has been added to the group after membership refresh

Check back for more updates!

ProTracker Advantage AutoSync

Mobile access to your Advantage Calendar and Contact information

 

See AutoSync for Yourself!

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