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
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