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We, at Client Track know that it is sometimes difficult
to find the time to explore all
of Client Track's features, therefore, we have provided
you with tutorial clips which
describe how to use Client Track's features and perform the most common tasks. |
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To view the tutorial clips, you will need to download Adobe Flash Player from below. |
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| Client Track How To's... (Based on Client Track 6) |
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Setup Installation (00:00:54) |
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Show you how you can merge your client's information
in documents and create complex documents with only
a few mouse clicks. Imagine how much time this
feature can save you and your employees. |
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Note: If you have pop-up blocker on, click here. |
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Adding Remittances (00:00:23) |
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Show you how you can use Client Track to schedule
remittances using the built-in Federal and Provincial
dates and to quickly setup the automatic notifications
to notify your client's of their upcoming remittances. |
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Note: If you have pop-up blocker on, click here. |
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Adding Business Clients (00:00:22) |
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Show you how you can quickly view your workload in
a task List and other's task based on any number of
search criteria and date ranges. |
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Note: If you have pop-up blocker on, click here. |
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Adding Personal Clients (00:00:19) |
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Show you how you can quickly hide your workload in
a task list and other's tasks based on any number of
search criteria and date ranges. |
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Note: If you have pop-up blocker on, click here. |
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Show you how you can use the Client Track's Address
Book to quickly access and view contact information
for your clients and their employees. |
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Note: If you have pop-up blocker on, click here. |
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Adding Employees (00:00:21) |
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Show you how you can quickly add your employees to
Client Track, therefore, each employee can log in and
be assigned to tasks. |
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Note: If you have pop-up blocker on, click here. |
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Assigning Employees (00:00:26) |
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Show you how you can quickly assign your employees
to specific tasks or many tasks at once for your clients. |
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Note: If you have pop-up blocker on, click here. |
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Adding Custom Tasks (00:00:36) |
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Show you how you can add your own custom tasks to
Client Track to allow you to create and track tasks for
all deadlines in your office making it a truly versatile
task management software for your office. |
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Note: If you have pop-up blocker on, click here. |
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Viewing Tasks List (00:00:58) |
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Show you how you can quickly view your workload in
a task List and other's task based on any number of
search criteria and date ranges. |
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Note: If you have pop-up blocker on, click here. |
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Viewing Tasks Calendar (00:01:02) |
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Show you how you can quickly view your workload in
a task List and other's task based on any number of
search criteria and date ranges. |
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Note: If you have pop-up blocker on, click here. |
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Show you how you can quickly hide your workload in
a task list and other's tasks based on any number of
search criteria and date ranges. |
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Note: If you have pop-up blocker on, click here. |
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Setting In-House Due Dates (00:00:44) |
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Show you how you can easily create labels for your
clients in Client Track. |
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Note: If you have pop-up blocker on, click here. |
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Finding Data File Location (00:00:38) |
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Show you how to use Client Track's Appointments
Scheduler and to consolidate many office procedures
into one solution for Accounting Professionals. |
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Note: If you have pop-up blocker on, click here. |
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Customizing Accounting Services (00:00:38) |
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Show you how to use Client Track's Appointments
Scheduler and to consolidate many office procedures
into one solution for Accounting Professionals. |
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Note: If you have pop-up blocker on, click here. |
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Creating Labels (00:00:39) |
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Show you how you can easily create labels for your
clients in Client Track. |
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Note: If you have pop-up blocker on, click here. |
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Using Appointments Scheduler (00:00:37) |
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Show you how to use Client Track's Appointments
Scheduler and to consolidate many office procedures
into one solution for Accounting Professionals. |
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Note: If you have pop-up blocker on, click here. |
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Using Address Book (0:49) |
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Show you how you can use the Client Track's Address
Book to quickly access and view contact information
for your clients and their employees. |
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Note: If you have pop-up blocker on, click here. |
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Using Document Merge (00:00:45) |
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Show you how you can merge your client's information
in documents and create complex documents with only
a few mouse clicks. Imagine how much time this
feature can save you and your employees. |
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Note: If you have pop-up blocker on, click here. |
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