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This overview delves into the significant advancements in the Client Data System (CDS) versions 6.0 and 6.1, highlighting improvements in look and feel, technology upgrades, usability enhancements, and security features. Key updates include a refreshed interface, enhanced calendar functionalities, customizable options, and comprehensive integration with Microsoft Outlook. Security has been tightened with stronger encryption and HIPAA compliance measures. This summary serves as a guide for users to navigate the new features, ensuring a seamless transition to the upgraded systems.
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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
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
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
