AAUG Meeting © ACGI Software. All Rights Reserved. January Agenda.

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Presentation transcript:

AAUG Meeting © ACGI Software. All Rights Reserved. January Agenda

© ACGI Software. All Rights Reserved. v.06 A GENDA FOR J ANUARY 8, 2013  AAUG Community Site Updates  Webinar Materials  Latest Discussion Threads (ACGI needs user input)  Release Highlights (First Look at Some V7 Components)  Export to Excel  Stored Docs / UI Text Override Tool  Login To SSA As User / Send Password Reset  Distribution List Test  Advanced ECM Featured Walkthrough  Creating an (as published to the AAUG Community Site)

© ACGI Software. All Rights Reserved. v.06 AAUG C OMMUNITY S ITE U PDATES Webinar Materials have been posted on the Webinars. This includes the December (Navigating the AAUG Site) and January (Advanced ECM) recorded materials ACGI is requesting your feedback! What reports are the most valuable to your organization and should first be converted to the interactive reporting format of APEX? AASLD would be interested in your opinion regarding event revenue recognition in this AAUG poll!

© ACGI Software. All Rights Reserved. v.06 V6.5.2 R ELEASE H IGHLIGHTS – G RID E XPORT TO E XCEL Located throughout the AA back office where grid controls are used allows users to sort and organize data presented within the grid control then export it to MS Excel with the column headers maintained

© ACGI Software. All Rights Reserved. v.06 V6.5.2 R ELEASE H IGHLIGHTS – T EXT O VERRIDE T OOL Accessed via a link (i.e., Stored Docs/Text Overrides) on SSA screen Allows permissioned users to quickly control the display of mapping links (e.g., Interactive Doc Management) Provides users with the ability to change the text on certain buttons and error messages in SSA Currently implemented in only a few select areas but expected to be expanded in the future

© ACGI Software. All Rights Reserved. v.06 V6.5.2 R ELEASE H IGHLIGHTS – L OGIN T O SSA A S U SER Developed in accordance with password encryption Permits seamless login to SSA as a customer to simulate a member’s experience Available via the Customer and Customer Service switch views for the active customer

© ACGI Software. All Rights Reserved. v.06 V6.5.2 R ELEASE H IGHLIGHTS – D ISTRIBUTION L IST T EST Accessed from the ECM Admin Distribution List interface Returns the list of intended recipients by their corresponding addresses as determined by the test bind variables and selected category and subcategory Provides a more direct approach to viewing intended recipients Serves as the precursor to advanced count functionality in ECM Admin > Mktg/Comm > E-Communications > Distribution Lists

© ACGI Software. All Rights Reserved. v.06 A DVANCED ECM – C REATING AN E MAIL B ROADCAST OnDemand Segment within the AAUG Community Site Webinars DiscussionWebinars