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Solutions Summit 2014 Fundamentals and Configuration Monica M Rakowski.

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Presentation on theme: "Solutions Summit 2014 Fundamentals and Configuration Monica M Rakowski."— Presentation transcript:

1 Solutions Summit 2014 Fundamentals and Configuration Monica M Rakowski

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

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

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

5 Chesapeake System Solutions, Inc. Proprietary and Confidential

6 Property Search View Options

7 Chesapeake System Solutions, Inc. Proprietary and Confidential Deletion Reasons

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

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

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

11 Chesapeake System Solutions, Inc. Proprietary and Confidential

12 Apply System Security Settings

13 Chesapeake System Solutions, Inc. Proprietary and Confidential Password Requirements

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

15 Chesapeake System Solutions, Inc. Proprietary and Confidential Data Encryption

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

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

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

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

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

21 Chesapeake System Solutions, Inc. Proprietary and Confidential

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

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

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

25 Chesapeake System Solutions, Inc. Proprietary and Confidential

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

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

28 Chesapeake System Solutions, Inc. Proprietary and Confidential Managing Holders

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

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

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

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

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

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

35 Thank you


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