THE NEW ABC
Learn more about our exciting new look and unrivaled approach to the market revealed at IHRSA.

Tag: DataTrak help

Getting your Prospects into DataTrak

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”…
Read More

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…
Read More

Educate your Employees with These Helpful…

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…
Read More

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…
Read More

Monitor Who Is Viewing Your Information…

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…
Read More