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training_videos [2024/02/06 11:49] – 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=====
Line 125: Line 126:
 **Contract Basics-Family Information Action Buttons** **Contract Basics-Family Information Action Buttons**
  
 +https://youtu.be/Othvy2F-p-c
  
 **Contract Basics-Claims Tab** **Contract Basics-Claims Tab**
  
 +https://youtu.be/7ClQJwbTYM0
  
 **Contract Basics-Client Defined Fields CDFs** **Contract Basics-Client Defined Fields CDFs**
  
 +https://youtu.be/Hf31sFqpevc
  
 **Contract Basics-Contact Tab** **Contract Basics-Contact Tab**
  
 +https://youtu.be/UJE6J-X8mVQ
  
 **Contract Basics-Family Information Contract Title** **Contract Basics-Family Information Contract Title**
  
 +https://youtu.be/RdJ9iODE3zY
  
 **Contract Basics-Family Information Contract Type** **Contract Basics-Family Information Contract Type**
  
 +https://youtu.be/uxE_xdPOPRs
  
 **Contract Basics-Family Information Cost Basis** **Contract Basics-Family Information Cost Basis**
  
 +https://youtu.be/mU4fBSJWP-s
  
 **Contract Basics-Date Information** **Contract Basics-Date Information**
  
 +https://youtu.be/DUqm005DZzA
  
 **Contract Basics-Distributor Tab** **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
  
  
  
  
training_videos.1707220190.txt.gz · Last modified: 2024/02/06 11:49 by tina.robles

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