Client Data System: Progress and Plans for the Future

1
Client Data System Progress and Plans for the
Future
Eric Burgess Sr. Product Manager Esther
Chang Product Manager
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Overview

• CDS v6.0 Progress Review
• CDS v6.1
• Question Answer Session

3
Client Data System v6

• Look and Feel Updates
• Technology Upgrades
• Usability Improvements
• Security Enhancements

4
Client Data SystemLook and Feel Updates

• CDS Desktop
• CDS 6 has a refreshed look but everything is in
  the same place no new training!
• Upgraded colors and design capture the look of
  the modern Windows desktop
• Customizable startup module
• Three different icon sizes
• Customizable look and feel options (fonts,
  wallpaper, theme)

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Client Data SystemLook and Feel Updates

• Calendar Module
• Optional shading on Calendar Views for easier
  reading
• More information on each activity shown on the
  WeekView
• More than twice as many priority choices/color
  options
• Timed Activities and To Dos are more distinct
  types now
• The Activity View option shows which user
  calendars are being displayed
• Calendar Views have pop-up tool tips showing the
  Activity Reason and Subject lines
• WeekView is now expandable
• Recurring Activities More intuitive options

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Client Data SystemLook and Feel Updates

• Contact Module
• Expanded Key Relations tab
• Client picture window
• Optional shading on spreadsheets
• Additional custom fields
• New Letters/Documents tab
• Reports
• Updated design and consistent appearance for
  Crystal Reports
• Classic Crystal Reports still available

7
Client Data SystemTechnology Upgrades

• Sybase ASA 9
• Better cache management
• Improved query processing
• Database Encryption
• Spreadsheet Controls
• Faster performance
• Improved sorting
• Better customization controls
• Alternate shading

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Client Data SystemTechnology Upgrades

• Crystal Reports
• Crystal Reports Version 10
• Improved performance
• Optimized formatting features
• HTML preview
• E-Z Editor and Text Controls
• More font controls/color options
• Bulleted and numbered lists
• Headers and Footers
• Export/E-mail directly to PDF format

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Client Data SystemTechnology Upgrades

• Spelling check upgrade
• Real time spell-checking
• Integration with the default word processor
  custom dictionary
• Improved performance
• Fax Manager and Scanner components updated
• Online Help System
• Web-based (immediate updates/faster performance)
• Superior navigation
• Opportunity to provide feedback

10
Client Data SystemUsability Improvements

• Calendar
• User-friendly interface with easier date/time
  selection tools
• Start Time/End Time replaces Duration for better
  synchronization
• E-mail calendar invitations using Microsoft
  Outlook/Lotus Notes
• All Day Events
• Enhanced Recurring Activity handling
• Better Activity Reminder controls

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Client Data SystemUsability Improvements

• Contact
• Optional secure fields
• New Category field to help with Outlook
  synchronization
• HIPAA options
• Phone Numbers moved to the top of the Contact
  Record
• MapQuest button
• Do Not Call option on Contact Phone
• Easier to add with Contacts information to a Key
  Relation
• Free-form Net Worth field added

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Client Data SystemUsability Improvements

• Letters
• PDF attachments to e-mail
• Additional options for sending e-mail from CDS
  using Outlook
• Specify image/file attachments to e-mail
• Privacy for Form Letters
• General Base System
• More search options on almost every search window
• Remarks field allows more characters
• Expanded exporting options

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Client Data SystemUsability Improvements

• General Base System
• Ascending and Descending options in the fields
  with system choices
• Expanded printing options
• SmartPad Text Search option
• Spreadsheet HTML export
• Group Benefits Module optimized
• Dozens of additional solutions to individual
  modules

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Client Data SystemSecurity Enhancements

• Security Improvements
• Simple database encryption - stronger encryption
  available
• Password requirement/expiration
• Secure fields to protect sensitive contact
  information
• HIPAA Implementation
• Contact record includes HIPAA status tracking
• Form Letters and Products have HIPAA status to
  prevent inappropriate correspondence from being
  sent
• HIPAA Reports to track Protected and Cleared
  Contacts

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Client Data SystemOutlook Integration

• Outlook E-mail Posting
• Add a new Contact record directly from the e-mail
  posting dialog box
• Send CDS activities as an online e-mail
  invitation
• Improved interface for indication of posted
  messages
• Exporting CDS Contact Information in the vCard
  (.vcf) format for use in Microsoft Outlook
• Expanded Help System for E-mail Posting

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Client Data SystemOutlook Integration

• Outlook Synchronization
• Choice to synchronize only Contacts Notes, only
  Activities or both
• Configuration settings consolidated on one User
  Profile tab
• A new Synchronization Report shows exactly what
  data synchronized
• Optimized performance by revisiting/redesigning
  the Activity module
• Improved user interface

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Client Data SystemVersion v6.1

• Service Release
• Address issues raised during early release of
  v6.0
• Update Utility
• Automatically downloaded updates
• Quick installation of new revisions to resolve
  issues
• MobileMerge Enhancements
• Take only a Set of Contacts into MobileMerge
• Database information to remain in read-only form
• Faster performance when starting a session

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• Q A