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Video Demos
Video Library
Getting
Started - Click to learn
how to:
-
Add a new prospect
Click to see a short video
explaining how to add a prospective client
(including their Household if needed)
-
Add a new client
Click to see a short video
explaining how to add a new Household and Individual
members of this household.
-
Add a task
Click to see a short video
explaining how to add a new task i.e. a follow up
action to remind you to complete work for this
client or prospect
-
Add an event
(i.e. calendar items)
Click
to see a short video explaining how to add a new
event i.e. adding an item to your calendar in order
to schedule a meeting or follow up action
-
Create a customized View
(filter your clients)
Click
to create a customized list (View) of your clients
or prospects of your choosing
-
Sync with Outlook email
(explaining how it works)
Click to see how to attach a
client or prospect's email (that they send to you)
to their record in AppCrown. Includes
Automatic
and Manual
synchronization
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Attach documents
to a client’s or prospect’s record
Click to see how to attach a
document, spreadsheet, image etc to a client's or
prospect's record in AppCrown.
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Searching
Click here to see a short
video explaining how to search for any information
within AppCrown including individuals, households,
accounts etc
Intermediate Users
- Click to learn how to:
-
Create an email template
Click here to see how to
create an email template that can include a
personalized greeting. Templates can be used for
one-off, or mass emails (see below)
-
Send mass email
Click to see how to send a
personalized email (using a template created above)
to multiple clients simultaneously
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Create and use a Word mailing
template
Click
to see how to create a personalized letter (using a
Word template)
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Reading financial account
holdings (if data
integrated from back office)
Click to see how to read your
client's financial data integrated into AppCrown
from a data source including custodians, portfolio
management systems, data aggregators and similar
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Merge duplicate records
Click to see duplicate records
where the same individual appears more than once in
a household
Advanced Users
- Click to learn how to:
Get
mobile access
for your BlackBerry or iPhone
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