Solutions Summit 2014 Fundamentals and Configuration Monica M Rakowski.

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Presentation transcript:

Solutions Summit 2014 Fundamentals and Configuration Monica M Rakowski

Chesapeake System Solutions, Inc. Proprietary and Confidential Initial log in information will be provided to you

Chesapeake System Solutions, Inc. Proprietary and Confidential You will be prompted to change your password the first time you log in

Chesapeake System Solutions, Inc. Proprietary and Confidential Change your password at any time from the Options menu

Chesapeake System Solutions, Inc. Proprietary and Confidential

Property Search View Options

Chesapeake System Solutions, Inc. Proprietary and Confidential Deletion Reasons

Chesapeake System Solutions, Inc. Proprietary and Confidential Owner Custom Fields

Chesapeake System Solutions, Inc. Proprietary and Confidential Custom Import Owner Keywords

Chesapeake System Solutions, Inc. Proprietary and Confidential Owner Relationship Keywords

Chesapeake System Solutions, Inc. Proprietary and Confidential

Apply System Security Settings

Chesapeake System Solutions, Inc. Proprietary and Confidential Password Requirements

Chesapeake System Solutions, Inc. Proprietary and Confidential Single Sign On Option

Chesapeake System Solutions, Inc. Proprietary and Confidential Data Encryption

Chesapeake System Solutions, Inc. Proprietary and Confidential Create a group for users performing the same functions

Chesapeake System Solutions, Inc. Proprietary and Confidential Add users to the group

Chesapeake System Solutions, Inc. Proprietary and Confidential Establish the security access for each group

Chesapeake System Solutions, Inc. Proprietary and Confidential Limit access to areas or functionality

Chesapeake System Solutions, Inc. Proprietary and Confidential Property Manager- Adding new properties

Chesapeake System Solutions, Inc. Proprietary and Confidential

Searching-the more criteria entered the more specific the results returned are

Chesapeake System Solutions, Inc. Proprietary and Confidential Property Extract- export search results based on the criteria entered. Save the profiles for repetitive use.

Chesapeake System Solutions, Inc. Proprietary and Confidential Owner Manager – Add new owners

Chesapeake System Solutions, Inc. Proprietary and Confidential

Searching-the more criteria entered the more specific the results returned are

Chesapeake System Solutions, Inc. Proprietary and Confidential Owner Extract- export search results based on the criteria entered. Save the profiles for repetitive use.

Chesapeake System Solutions, Inc. Proprietary and Confidential Managing Holders

Chesapeake System Solutions, Inc. Proprietary and Confidential Create multiple contacts based on roles

Chesapeake System Solutions, Inc. Proprietary and Confidential RJ Manager and the State of Incorporation

Chesapeake System Solutions, Inc. Proprietary and Confidential Reporting Schedules and Compliance

Chesapeake System Solutions, Inc. Proprietary and Confidential State Report requirements

Chesapeake System Solutions, Inc. Proprietary and Confidential Stock Reporting requirements

Chesapeake System Solutions, Inc. Proprietary and Confidential Property Types-descriptions and dormancy periods

Thank you