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News > Webinar recordings now available: Client Manager (Part 1 & 2)

Webinar recordings now available: Client Manager (Part 1 & 2)


Video: Client Manager (Part 1)

Learn how to get started with the Client Manager. Click a timestamp below to jump to a topic:

  • Set up the Client Manager (1:43)
  • Search your data (15:58)
  • Previews and relationships (25:02)
  • Single-file actions: carry forward, open, etc. (42:41)

Presented by: Andrew Little

Date of broadcast: Tuesday, January 9, 2018

 

Video: Client Manager (Part 2)

Add to your Client Manager skills and learn about these advanced functions:

  • Filters and saved searches (2:05)
  • Advanced searching (13:33)
  • Column layouts (20:03)
  • Excel® export (30:37)
  • Batch functions: EFILE and Print (35:12)

Presented by: Andrew Little

Date of broadcast: Wednesday, January 10, 2018


 

 

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