Contact Management VIDEO Tutorials

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 (.wmv) 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

Click here to run video Getting Started Tutorial (2:49)

Learn what you should do first as you begin using Advisors Assistant.

Click here to view video 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.

Click here to view video 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.

Click here to view video 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

Click here to view video Adding Names Tutorial (7:15)

Click here to view videos 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.

Click here to view video Add/Modify Address Tutorial (6:17)

Click here to view video Add/Modify Phones, Dialing, And Phone Logs Tutorial (5:38)

Click here to view video Add/Modify Email & Web Address Tutorial (6:41)

 

Tracking Contact's Notes

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.

Click here to view video View Client With Notes/Add Notes Tutorial (7:42)

Click here to view video Searching Notes Tutorial (3:20)

 

New Business, Markets, Links, Groups And Households

Click here to view video 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.

Click here to view video 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.

Click here to view video 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.

Click here to view video 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

Click here to view video 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.

movie_run 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.

movie_run 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.)

Click here to view video Advisors Assistant Calendar Tour Tutorial (5:15)

Click here to view video Add/Modify Calendar Events Tutorial (8:53)

Click here to view video Printing Calendar Reports Tutorial (4:26)

Click here to view video View Client With Events Tutorial (2:09)

Workflows

Click here to view video Setting Up A Master Workflow (8:32)

Click here to view video Adding A Workflow To A Contact's Record (6:00)

Click here to view video Workflow Reports (5:40)

Advisors Assistant Reports

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.

Click here to view video Selection Reports Tutorial (5:12)

Click here to view video Report Selection Menu Tutorial (6:00)

Click here to view video Creating Custom Reports Tutorial (9:19)

Learn how to create your own custom reports using the Advisors Assistant Basic Report Designer.

Click here to view video How To Create Individual PDF Files From Batched Reports (5:33)

 

Client Facing Portal

Advisors Assistant has seamless integration with AdvisorVault, a web based client communications facility that assures secure client communications.

Click here to view video How To Use AdvisorVault (9:40)

Click here to view video How To Create Individual PDF Files From Batched Reports (5:33)

Outlook Synchronization

Synchronize your contacts and calendar with Microsoft Outlook 2003 or later so that you can send information back and forth to your PDA.

Click here to view video Outlook Synchronization Part 1 of 3 (3:59)

Click here to view video Outlook Synchronization Part 2 of 3 (5:35)

Click here to view video Outlook Synchronization Part 3 of 3 (5:05)

Email Archiving

Click here to view video 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.

Click here to view video Printing Single Letters Tutorial (7:28)

Click here to view video Sending Mass Mailings Tutorial (6:51)

Click here to view video Sending Single Emails Tutorial (7:38)

Click here to view video Sending Broadcast Emails Tutorial (6:53)

See Also