By: Bill Murray Sr. VP of Software Development- ABC Financial Based on ABC’s valued client feedback, you can now get your prospects into DataTrak easily by using the “Prospect Waiver” feature. Clubs have been asking for an iPad/tablet solution for prospecting and now, ABC offers it! You can present the Prospect Waiver with terms and conditions,… Continue reading Getting your Prospects into DataTrak
Tag: DataTrak help
Schedule Close Out
The Schedule Close Out section of DataTrak provides a quick and efficient way to manage events on the calendar. You can access this feature in DataTrak by navigating to the menu/Schedule Close Out. (example) Attendance The Attendance link displays events with a pending status for that day. You can select and update specific events or… Continue reading Schedule Close Out
Educate your Employees with These Helpful Tools
By: ABC Financials Internal Training Department We all know that people are the most important asset in any company. A well-trained and efficient employee can sometimes seem worth their weight in gold. Often we find ourselves saying, “If we had just three more like Smith, MAN, we’d be rocking.” It’s easy to assume that these… Continue reading Educate your Employees with These Helpful Tools
Daily New Accounts Report
By: Internal Training Department Are you interested in seeing how many new accounts have been approved so far this month? There is a report named “Daily New Accounts” located in the Club Reporting System (CRS) under the Daily tab. This report provides a list of all ABC Managed accounts entered month-to-date. The “Daily New Accounts”… Continue reading Daily New Accounts Report
Monitor Who Is Viewing Your Information in DataTrak
By: James Anderson Internal Training Department The Report Statistics feature is an excellent way to monitor who is viewing your information in DataTrak. With Report Statistics you can see which reports have been run, when and by whom. Report Statistics can be found in DataTrak under Menu beneath the Reports column. When viewing report statistics,… Continue reading Monitor Who Is Viewing Your Information in DataTrak