Client Care Desktop new release v3.3.3

We would like to announce that the new version of the Client Care Desktop v3.3.3 is now available and we will be commencing the roll out of this during July.

Great new features include:

• Integration with Synaptic Clarity
• Webline integration extended to all staff
• Solution Builder integration with Assureweb
• New document management integration with Cabi.NET
• Contract Enquiry new providers… Legal & General, Norwich Union and Zurich

To order a copy of the new version, please send an email to sales@quaysoftware.co.uk. Once we have received your request, we will send you an Upgrade Document which will explain how you need to prepare for the upgrade. You will also receive our Features and Modifications Document, which details the features and modifications in the new release.

To ensure a smooth transition and that we maintain our level of support to you, the new release will be gradually rolled out over the coming months.

If you have any questions regarding the upgrade or would like to know more about how Client Care Desktop can support your business, please contact our Sales Department on 01279 756080.

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Quay Software updater

The Quay Software Updater allows us to update background system files held in your Link Directory to ensure your system is utilizing the most up to date functionality based upon your Client Care Desktop Version. It also allows us to distribute “Hot Fixes” should we need to alter our components if a fault was found. If your software is not kept up to date, it can stop areas of your system functioning correctly, often most noticeable where messaging is involved, such as Contract Enquiry and Electronic Commissions.

When updates are sent to you, a box will appear on opening Client Care Desktop to prompt you to update your system. You should always select to update your system, as this only takes a few seconds to run.

If you are unsure whether you have run the updater before, please check by going from the main screen of Client Care Desktop into Updates and click on the first link in blue “Update components of Client Care Desktop to the latest versions”. You will then need to click on the link “Launch the Quay Software System Updater” which will open the Quay Software Solutions Web Updater where you will need to enter your Username and Password, then “Logon”. Once the Updater has finished, which should take less than a minute, an “Exit” button will appear.

Every user of Client Care Desktop system will have there own Username and Password for the Updater. Your username and password details are supplied when your system is first implemented. If you do not have these, please refer to the principal of your company. If unable to locate your details, please send an email to support@quaysoftware.co.uk requesting your Username and Password for the Quay Software Updater.

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Did you know..

We are all becoming more conscious about the amount of paper that we use.

Our industry is still very reliant on paper, much of which is necessary to keep for compliance purposes. Client Care Desktop (CCD) integrates with a number of document management systems to ensure that you are able to manage paper within your business most effectively and to enable you to store client files off site as CCD contains all of the elements of that paper file that you require for reference. Some of the systems that are available in the market enable you as a business to create a compliant audit trail of all documents that you have stored against a client file within CCD and this is useful as it means that these documents can be relied upon in court (should that need ever arise).

Whether you are trying to achieve a fully ‘paperless’ office or simply to ensure that all client files have all relevant documentation added to them, CCD links to a product that will be right for you and your business.

The table below shows the headline features of each of the document management systems that CCD integrates to. In addition to the formal integrations to the products listed below we do have a number of customers that use other Document Management systems – please contact the Product and Training Manager, Sally Purcell, if you would like to discuss your individual requirements.

QDMS (Quay Document Management System) INVU Cabi.net Watermark

Full audit trail of stored documents within the system No Yes Yes Yes Scanned documents and electronically generated documents can be saved (Word, Excel, PDF) against a CLIENT Yes Yes Yes Yes* Scanned documents and electronically generated documents can be saved (Word, Excel, PDF) against a CLIENT’S HOLDING Yes Yes Yes Yes* Scanned documents and electronically generated documents can be saved (Word, Excel, PDF) against a CONTACT Yes Yes – can be stored in INVU but not linked in CCD No Yes* Scanned documents and electronically generated documents can be saved (Word, Excel, PDF) against a PROVIDER Yes Yes – can be stored in INVU but not linked in CCD No Yes* ‘Inbox’ / Post-room functionality to enable simple movement of documents before they are saved to their correct location No Option Yes 2 levels – hierarchical Can be deployed over Citrix No Yes – uses a Z drive to connect Yes – uses a Z drive to connect Yes

*Watermark works in a different way to other DMS systems that we integrate with. It is possible to save any type of document into their system but the integration to CCD is performed at client level as opposed to document level, therefore you would search inside Watermark rather than from CCD for documents stored.

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What would you like to see in your newsletter?

We always appreciate your feedback and would be very interested to hear what you would like to see in your Newsletter.

If there are items you would like to see included to your Newsletter, please feel free to let us know.

Please send your ideas and comments to clientcare@quaysoftware.co.uk.

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Training & Consultancy

The Training & Consultancy Section of our website has now been updated

New Training & Consultancy options are now available.

Please click here to view the section

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