Contact Management VIDEO Tutorials
Contents
Contact Management Tutorials Overview
Below is a list of all of the Tutorials located throughout the Advisors Assistant Contact Management Help. You can play the Help Tutorials directly through this list by clicking on the Tutorial Name.
The Help Tutorials are saved in a Windows Media Video file (.mp4) and can be run using the free Windows Media Player or RealPlayer.
If you try to run a Tutorial and the picture is not clear, you should update to the latest version of your Media Player. Older versions of the Media Player do not play the videos well.
To Update Windows Media Player, from the Windows Media Player Help Menu select "Check for Media Player Updates" and Windows Media Player will automatically download the latest version.
Getting Started
Getting Started Tutorial (2:49)
Learn what you should do first as you begin using Advisors Assistant.
Tour of the Advisors Assistant View Screen (7:53)
The View Screen is your homebase as you work with Advisors Assistant. This tour takes you through the main screen elements of the View Screen, and how to use and navigate through the different information on the screen.
Add User Tutorial (5:32)
Before other people in your office can begin using Advisors Assistant, you'll need to set them up as Users in the database.
Abbreviation Codes Tutorial (6:26)
Advisors Assistant uses Abbreviation Codes throughout the program that are customizable by you. As you enter data, you'll need to add your own codes to the lists.
Adding Basic Contact Name Information
Adding Names Tutorial (7:15)
FlexFields Tutorial (4:26)
FlexFields are fields that you can customize, to track additional contact information that does not already have a field in Advisors Assistant.
Add/Modify Address Tutorial (6:17)
Add/Modify Phones, Dialing, And Phone Logs Tutorial (5:38)
Add/Modify Email & Web Address Tutorial (6:41)
You can store an unlimited number of notes for every contact name in your database, print reports of notes, and search the notes for keywords. Advisors Assistant is also designed to help you organize your notes into different categories, which are outlined in the Tutorials below.
View Client With Notes/Add Notes Tutorial (7:42)
Searching Notes Tutorial (3:20)
New Business, Markets, Links, Groups And Households
New Business Tutorial (4:10)
Enter Action Items that need to be completed for prospects or clients, add Follow-ups to the action items, and print reports of all outstanding actions items.
Markets Tutorial (2:54)
Group contacts into different categories, customized by you, for use in targeted marketing campaigns. Also track hobbies and areas of interest to help you find opportunities to contact your clients throughout the year.
Links Tutorial (4:09)
Link names within your database, and show how they're related. Track referrals and business associations you have with other service providers like accountants and attorneys.
Group/Households Tutorial (7:53)
You can group family members into Households for printing Household reports, and you can group members of 401(k)'s and group insurance policies together.
Storing Files And Filling In Forms
View Client With Files Tutorial (4:52)
Link any File, from scanned documents to spreadsheets and pictures, to a name in Advisors Assistant. Then you'll have instant access to the files you've linked to the name.
Laser App Anywhere Video On YouTube
Laser App Anywhere is the web based version of Laser App. With both versions of Laser App, Advisors Assistant passes hundreds of data fields for forms.
Laser App Enterprise Video On YouTube
Laser App Enterprise is the computer based version of Laser App. With both versions of Laser App, Advisors Assistant passes hundreds of data fields for forms.
The Advisors Assistant Calendar
Track all of your appointments, tasks, follow-ups, and phone calls using the Advisors Assistant Calendar. Print a variety of calendar reports to take your schedule with you, or export to Outlook to synchronize your calendar with your PDA (see topics below.)
Advisors Assistant Calendar Tour Tutorial (5:15)
Add/Modify Calendar Events Tutorial (8:53)
Printing Calendar Reports Tutorial (4:26)
View Client With Events Tutorial (2:09)
Setting Up A Master Workflow (8:32)
Adding A Workflow To A Contact's Record (6:00)
Workflow Reports (5:40)
Advisors Assistant's Selection Reports allow you to select a group of names or products based on specific criteria that you enter. Once the data is selected you can then print reports or letters, send emails, or export the data to other file formats.
Selection Reports Tutorial (5:12)
Report Selection Menu Tutorial (6:00)
Creating Custom Reports Tutorial (9:19)
Learn how to create your own custom reports using the Advisors Assistant Basic Report Designer.
How To Create Individual PDF Files From Batched Reports (5:33)
Advisors Assistant has seamless integration with AdvisorVault, a web based client communications facility that assures secure client communications.
How To Use AdvisorVault (9:40)
How To Create Individual PDF Files From Batched Reports (5:33)
Synchronize your contacts and calendar with Microsoft Outlook 2003 or later so that you can send information back and forth to your PDA.
Outlook Synchronization Part 1 of 3 (3:59)
Outlook Synchronization Part 2 of 3 (5:35)
Outlook Synchronization Part 3 of 3 (5:05)
Setting Up Email Archiving (6:14)
Printing Letters and Sending Emails
Advisors Assistant merges with Microsoft Word for printing letters and sending emails. While these Tutorials can help get you started, we recommend that you read the Getting Started Help Topics for WordMerge and Emailing.
Printing Single Letters Tutorial (7:28)
Sending Mass Mailings Tutorial (6:51)
Sending Single Emails Tutorial (7:38)
Sending Broadcast Emails Tutorial (6:53)
See Also
Investment Videos in Getting Started With Investments
Investment Videos in Downloads Overview
Insurance Videos in View Client With Insurance