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• Adding Remittances • Adding Your Staff • Assigning Your Staff • Adding Custom Tasks • Viewing Tasks • Hiding Tasks • Address Book • Doc Merge • Label Wizard • Appointments Scheduler 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 multiple flash movie tutorials which describe how to use Client Track's features and perform the most common tasks. You will need Flash Player to view the flash tutorial movies. You can download Flash Player here or by clicking on the Download icon on the left. Note : The tutorials are based on 4.0 because we are currently working on 5.0 tutorial movies. Despite the difference in color scheme, the functionality between 4.0 and 5.0 is same. .............................................................................................................................................................................................. Adding Remittances For Your Clients Running Time : 0:37 Shows how you can easily 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. If you have Pop-Up Blocker activated, click here. .............................................................................................................................................................................................. Adding Staff To Client Track Running Time : 0:39 Shows how you can quickly add your staff to Client Track, therefore, each staff member can log in and be assigned to tasks. If you have Pop-Up Blocker activated, click here. .............................................................................................................................................................................................. Assigning Your Staff To Specific Tasks Running Time : 0:47 Shows how you can quickly assign your employees to specific tasks or many tasks at once for your clients. If you have Pop-Up Blocker activated, click here. .............................................................................................................................................................................................. Adding Your Own Custom Tasks Running Time : 0:47 Shows 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. If you have Pop-Up Blocker activated, click here. .............................................................................................................................................................................................. Viewing Your Tasks Workload Running Time : 2:00 Shows 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. If you have Pop-Up Blocker activated, click here. .............................................................................................................................................................................................. Hiding Client Tasks That Are Not Important To You Running Time : 2:00 Shows 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. If you have Pop-Up Blocker activated, click here. .............................................................................................................................................................................................. Using The Address Book To Quickly View Contact Information Running Time : 1:00 Shows how you can use the Client Track Address Book to quickly access and view contact information for your clients and their employees. If you have Pop-Up Blocker activated, click here. .............................................................................................................................................................................................. Using The Doc Merge Feature To Quickly Create Documents Running Time : 1:50 Shows how you easily merge your client information in documents and create complex documents with only a few mouse clicks.  Imagine how much time this feature can save you and your staff. If you have Pop-Up Blocker activated, click here. .............................................................................................................................................................................................. Using The Label Wizard To Create Labels Running Time : 1:44 Shows how you can easily create mailing and organizational labels. If you have Pop-Up Blocker activated, click here. .............................................................................................................................................................................................. Using Client Track's Appointment Scheduler Running Time : 0:55 Shows how to use Client Track's built in Day Timer (replaced by Appointments in Client Track 5.0) and the ability to consolidate many office procedures into one solution for Accounting Professionals. If you have Pop-Up Blocker activated, click here.

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