Client Data System: Progress and Plans for the Future

Eric Burgess

Sr. Product Manager

Esther Chang

Product Manager

Overview

CDS v6.0 Progress Review

CDS v6.1

Question & Answer Session

Client Data System v6

Look and Feel Updates

Technology Upgrades

Usability Improvements

Security Enhancements

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)

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 Do’s 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

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

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

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

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

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

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 Contact’s information to a Key

Relation Free-form Net Worth field added

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

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

Client Data SystemUsability Improvements

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

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

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

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

Q & A