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

2. 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)

5. 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

6. 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

8. 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

9. 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

11. 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

12. 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

13. 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

14. 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

15. 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

16. 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

17. 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

18. Q & A