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training_videos [2024/02/05 20:56] tina.roblestraining_videos [2024/02/20 15:50] (current) tina.robles
Line 119: Line 119:
 https://youtu.be/6npNRMwpYTg https://youtu.be/6npNRMwpYTg
  
 +-----
  
 =====Contract Basics===== =====Contract Basics=====
  
  
-**Contract Basics-Family Info Action Buttons**+**Contract Basics-Family Information Action Buttons** 
 + 
 +https://youtu.be/Othvy2F-p-c 
 + 
 +**Contract Basics-Claims Tab** 
 + 
 +https://youtu.be/7ClQJwbTYM0 
 + 
 +**Contract Basics-Client Defined Fields CDFs** 
 + 
 +https://youtu.be/Hf31sFqpevc 
 + 
 +**Contract Basics-Contact Tab** 
 + 
 +https://youtu.be/UJE6J-X8mVQ 
 + 
 +**Contract Basics-Family Information Contract Title** 
 + 
 +https://youtu.be/RdJ9iODE3zY 
 + 
 +**Contract Basics-Family Information Contract Type** 
 + 
 +https://youtu.be/uxE_xdPOPRs 
 + 
 +**Contract Basics-Family Information Cost Basis** 
 + 
 +https://youtu.be/mU4fBSJWP-s 
 + 
 +**Contract Basics-Date Information** 
 + 
 +https://youtu.be/DUqm005DZzA 
 + 
 +**Contract Basics-Distributor Tab** 
 + 
 +https://youtu.be/mF1L6skusug 
 + 
 +**Contract Basic-Version Info** 
 + 
 +https://youtu.be/ld-lINGp0D4 
 + 
 +**Contract Basics-Letters Tab** 
 + 
 +https://youtu.be/zSMrFOmeA2Q 
 + 
 +**Contract Basics-Lumpsum Tab** 
 + 
 +https://youtu.be/ES8ZOKeH6Ac 
 + 
 +**Contract Basics-History Tab** 
 + 
 +https://youtu.be/wSq0_A0t1Ps 
 + 
 +**Contract Basics-Notes & Attachments Tab** 
 + 
 +https://youtu.be/R-l39ZZqKNQ 
 + 
 +**Contract Basics-Growth Tab** 
 + 
 +https://youtu.be/VB1WIvagyvs 
 + 
 +**Contract Basics-Non Editable Fields** 
 + 
 +https://youtu.be/gnPIYkoNMKE 
 + 
 +**Contract Basics-Exposure Tab** 
 + 
 +https://youtu.be/dkIDp2ZBUbk 
 + 
 +**Contract Basics-Product Tab part 1** 
 + 
 +https://youtu.be/yNafdAc1MUA 
 + 
 +**Contract Basics-Product Tab part 2** 
 + 
 +https://youtu.be/ipt53MLRoGQ 
 + 
 +**Contract Basics-Mass Update** 
 + 
 +https://youtu.be/vnYLhIN2Hs0 
 + 
 +**Contract Basics-Show purchases** 
 + 
 +https://youtu.be/TbjQ3gsatDQ 
 + 
 +**Contract Basics-Termination Info** 
 + 
 +https://youtu.be/IlI-sxfdOr4 
 + 
 +**Contract Basics-Back-out and Exclusions** 
 + 
 +https://youtu.be/vCm-t2-i5mo 
 + 
 +**Contract Basics-Accrual Reporting** 
 + 
 +Old Process- https://youtu.be/Sc5UTJVixHk 
 + 
 +New Process-  https://youtu.be/0Foqn7QRMLQ 
 + 
 +**Contract Basics-Action Buttons** 
 + 
 +https://youtu.be/OL6drECn4zw
  
-https://youtu.be/kTNZxT9-rwc 
  
  
  
training_videos.1707166585.txt.gz · Last modified: 2024/02/05 20:56 by tina.robles