October 2005 www.quaysoftware.co.uk
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We have received good feedback from our customer care reviews, with many clients requesting an early review to see a preview of the features in the coming new release. If you have not arranged an appointment yet and would like to book a review, please email russell.smith@quaysoftware.co.uk

There are a few spaces left on our Advanced Training Courses.
See article below for full details.

This update focuses on bespoke website designs and the Special Risks Bureau.

  
 

The Quay Modular Website provides a huge array of content from which you can select in order to give real depth and quality of content to your website. Presentation is a key consideration and can make all the difference. With the Quay Modular Website you have a range of design options available.

If you have a well established brand and have your own ideas as to how your website should look then the bespoke design service is for you. You can still retain the flexibility of managing the content of your site via our edit suite.

Click here for full article
 


We are now in the final stages of preparing the next release of the Client Care Desktop. The actual release date will be published on our Latest News section of the website and will also be detailed in the next monthly email update.

The Latest News section of the website can be flagged to open automatically within the CCD by navigating from the front Manager screen to SETUP > STAFF LIST and select the relevant staff member. Click on the SETTINGS tab and put a cross in the box “Display latest Quay Software news on opening the system”.

If you wish to receive a copy of the new version once released, you can pre-order a copy by sending an email to upgrades@quaysoftware.co.uk. The new release will be rolled out in a controlled manner, to ensure that we maintain our high level of support to you. When released, your pack will contain instructions for installing the cd along with a list of the modifications made since version 3.2. A full list of all the modifications of each release is available from the downloads section of our website

Should you have any questions please email: customercare@quaysoftware.co.uk



  
 

We have a few spare places left on our advanced user courses coming up.

These are designed to build on the Getting Started course. They are highly focused and relevant to users who have specific roles.

 


Commissions and Fees - Thursday 24th November
Advanced Administration - Wednesday 7th December

For the full agenda and prices please click here

To reserve a place, contact our sales team on 01279 756 086


Our trainers have all gained considerable experience within the Financial Services industry and understand the issues that you face everyday.

As a result, they have created training courses that relate the software to your business, to make it relevant to you and your staff. Training ensures that you and your staff know what to do so that you don’t waste time working inefficiently.

The range of courses that we have available is comprehensive. Each has been designed to ensure that your staff acquires a real depth of knowledge and capability, equipping them to use the system fully from day to day and comes complete with a User Manual to solidify the new skills they have acquired.
The courses that we offer, together with the range of delivery options, gives you the flexibility to chose your training frequency and delivery method to suit your business needs whilst the Learning Contract option guarantees success and spreads costs.

If you wish to find out details of our standard sessions please click here

or call us on 01279 756 086 to discuss your bespoke requirements.

If you are interested in spreading the cost of your training, click here for details of our Learning contract.
     
Special Risks Bureau

The Special Risks Bureau (SRB) was launched in September 2003 to create the UK’s first specialised Special Risk brokerage. The strategy of the Special Risks Bureau is therefore to create a much more efficient market by packaging the medical evidence in each case for a carefully selected panel of product providers and, on receipt of their decisions, packaging the terms in order to make it easy for the distributor to advise his or her customer.

Click here for full article
 

     
Charity Football tournament in aid of the NSPCC

On 7th October, Quay sent a team to play in the Financial Express mixed 6 aside football tournament in aid of the NSPCC.

The 5 companies’ that entered a team raised a total of £2500 – well done all!


(Click photos to enlarge images)
 


In order to help you cleanse the data in your Client Care Desktop system, it has a built in Data de-duplication tool. If you find that you have the same client in your system more than once, you can select the client with the most accurate data and transfer holdings from the duplicate client, safe in the knowledge that you are not losing any holding information - just eliminating duplicates. To utilise this tool, you must ensure that you have the password level which will allow you to delete.

Before De-duplication
CCD works with system client reference numbers. These can be found by entering the required client and looking down the bottom right of your screen once you are in their personal section i.e. from the front-page click on ‘Client‘ then ‘Personal’. Make a note of BOTH reference numbers for the same client and mark which one you wish to keep.

De-duplication
The De-Duplication tool can be found in ‘Set up’ ‘Technical’ ’Data’ now click on ‘de-duplicate client details’. You will be asked to type in the reference number for Client A i.e. the client record that is to go and also for Client B i.e. the client record that you wish to keep.

When you are sure that these are the correct two records to be merged and that Client B is the one to be retained click on ‘Deduplicate clients details’.

If you are using INVU, please ensure that your scanned documents are attached to the client you wish to keep.

You will be given several warning screens, which you should read and act accordingly. These will check that you are in no doubt of your action. If both messages are answered ‘ok’ and then ‘delete’, your task will have been completed. Please note that there is no way to undo this action so please proceed with care.

Hope this helps tidy up your database!
     
Who do I contact at Quay?

We are always keen to hear your thoughts and comments as to how we can make our service to you better. Additionally, we want to ensure that we keep you up to date with the latest news from Quay, such as new features within CCD, upgrades to new versions and general key issues.

Click here for contact list




Insight to Quay Personnel...

Each month we are going to profile a member of our staff to enable you to get to know our team at Quay.

Please click here to view this month's profile.
     
 

Quay Software Solutions Ltd
Thorley Wash Business Centre
Thorley Wash, Bishop's Stortford, Hertfordshire, CM23 4AT

Tel: 01279 756 060
Fax: 01279 659 748
Web: www.quaysoftware.co.uk

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