2020 Virtual Edge User Conference - Day 1

Session 1: Roles & Responsibilities

Topic Timestamps:

Portfolios: 1:20

Roles: 17:20

Responsibilities: 17:40

Users: 30:00

Session 2: Advanced Action Item Configuration

Going over building an Action Item and creating a new ones while going through each step of the configuration. 

Topic Timestamps: 

Action Types/Steps page: 3:58

Building a new Action Type/Categories: 5:25

Default Followers/Sent to: 13:20

Administrator Role/Instructions/Block Creation: 15:00

Building an Association Alert Action Item: 22:40

Building a Assistant Task Action Item: 36:54

Email Accounts Action Items: 44:50

Session 3: Templates & Communications

Topic Timestamps:

Custom Tags Via Association Additional Info 2:10

Letter Templates Model Overrides 6:00

Variance Report Letter Templates 8:01

Mailing Format 11:15

Mailing Name Override 15:35

Mailing Addresses 17:12

Email Templates > Settings > Action Types/Steps 19:05

Inserting Images on Templates And Action Items 19:35

Session 4: Financial Delivery Process

Going over how to best deliver your Financials and how they are setup in Vantaca

Topic Timestamps: 

Financial Delivery Best Practices: 00:24

Mouth- End Financial Production Checklist: 04:16

Financial Delivery Action Item Setup: 12:17

Questions/polls: 37:43