Fall Release: Personal Financial Statement and AgExam Subreports

The topic of our Lunch & Learn session yesterday was our Fall Release and the re-designed Personal Financial Statement and AgExam Subreports.  It was our most attended Lunch & Learn to date!  The release has been available since October 19th and we are using...

Regional Training in St. Louis

Over the past several years, I have attended six Regional Training sessions (out of eight that we have hosted).  Each one is unique in terms of content and attendee participation.  Last week, I hosted our Regional Training event at the Hyatt Regency St. Louis at the...

Documentation Tracking Configuration

The theme of our Lunch & Learn this week was Documentation Tracking configuration.  When we first install a new customer, an implementation specialist works with the organization to define the Documentation Tracking (ticklers).  However, there is ongoing...

Planning for Regional Training

It is that time of year again – time to start planning for Regional Training!  Our next event will be in late October and the location is St. Louis, MO.  I’ve spent the last few days in St. Louis looking at different hotels as possible locations for the...