1. Client Data System: Progress and Plans for the Future Eric Burgess Sr. Product Manager Esther Chang Product Manager

2. Overview  CDS v6.0 Progress Review  CDS v6.1  Question & Answer Session

3. Client Data System v6  Look and Feel Updates  Technology Upgrades  Usability Improvements  Security Enhancements

4. Client Data System Look and Feel Updates  CDS Desktop  CDS 6 has a refreshed look but everything is in the same place – no new training!  Upgraded colors and design capture the look of the modern Windows desktop  Customizable startup module  Three different icon sizes  Customizable look and feel options (fonts, wallpaper, theme)

5. Client Data System Look and Feel Updates  Calendar Module  Optional shading on Calendar Views for easier reading  More information on each activity shown on the WeekView  More than twice as many priority choices/color options  Timed Activities and To Do’s are more distinct types now  The Activity View option shows which user calendars are being displayed  Calendar Views have pop-up tool tips showing the Activity Reason and Subject lines  WeekView is now expandable  Recurring Activities – More intuitive options

6. Client Data System Look and Feel Updates  Contact Module  Expanded Key Relations tab  Client picture window  Optional shading on spreadsheets  Additional custom fields  New Letters/Documents tab  Reports  Updated design and consistent appearance for Crystal Reports  “Classic” Crystal Reports still available

7. Client Data System Technology Upgrades  Sybase ASA 9  Better cache management  Improved query processing  Database Encryption  Spreadsheet Controls  Faster performance  Improved sorting  Better customization controls  Alternate shading

8. Client Data System Technology Upgrades  Crystal Reports  Crystal Reports Version 10  Improved performance  Optimized formatting features  HTML preview  E-Z Editor and Text Controls  More font controls/color options  Bulleted and numbered lists  Headers and Footers  Export/E-mail directly to PDF format

9. Client Data System Technology Upgrades  Spelling check upgrade  Real time spell-checking  Integration with the default word processor custom dictionary  Improved performance  Fax Manager and Scanner components updated  Online Help System  Web-based (immediate updates/faster performance)  Superior navigation  Opportunity to provide feedback

10. Client Data System Usability Improvements  Calendar  User-friendly interface with easier date/time selection tools  Start Time/End Time replaces Duration for better synchronization  E-mail calendar invitations using Microsoft Outlook/Lotus Notes  All Day Events  Enhanced Recurring Activity handling  Better Activity Reminder controls

11. Client Data System Usability Improvements  Contact  Optional secure fields  New Category field to help with Outlook synchronization  HIPAA options  Phone Numbers moved to the top of the Contact Record  MapQuest button  Do Not Call option on Contact Phone  Easier to add with Contact’s information to a Key Relation  Free-form Net Worth field added

12. Client Data System Usability Improvements  Letters  PDF attachments to e-mail  Additional options for sending e-mail from CDS using Outlook  Specify image/file attachments to e-mail  Privacy for Form Letters  General Base System  More search options on almost every search window  Remarks field allows more characters  Expanded exporting options

13.  General Base System  Ascending and Descending options in the fields with system choices  Expanded printing options  SmartPad Text Search option  Spreadsheet HTML export  Group Benefits Module optimized  Dozens of additional solutions to individual modules Client Data System Usability Improvements

14. Client Data System Security Enhancements  Security Improvements  Simple database encryption - stronger encryption available  Password requirement/expiration  Secure fields to protect sensitive contact information  HIPAA Implementation  Contact record includes HIPAA status tracking  Form Letters and Products have HIPAA status to prevent inappropriate correspondence from being sent  HIPAA Reports to track Protected and Cleared Contacts

15. Client Data System Outlook Integration  Outlook E-mail Posting  Add a new Contact record directly from the e-mail posting dialog box  Send CDS activities as an online e-mail invitation  Improved interface for indication of posted messages  Exporting CDS Contact Information in the vCard (.vcf) format for use in Microsoft Outlook  Expanded Help System for E-mail Posting

16. Client Data System Outlook Integration  Outlook Synchronization  Choice to synchronize only Contacts & Notes, only Activities or both  Configuration settings consolidated on one User Profile tab  A new Synchronization Report shows exactly what data synchronized  Optimized performance by revisiting/redesigning the Activity module  Improved user interface

17. Client Data System Version v6.1  Service Release  Address issues raised during early release of v6.0  Update Utility  Automatically downloaded updates  Quick installation of new revisions to resolve issues  MobileMerge Enhancements  Take only a Set of Contacts into MobileMerge  Database information to remain in read-only form  Faster performance when starting a session

18. Q & A