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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”…
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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…
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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…
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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…
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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…
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