http://www.laserapp.com/support.htm

Laser App Software - Support


Instructor-Led Online Training Schedule



Instructor-Led Online Training Schedule
To attend please select a date below:
November 2008
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 Beginner's Class Advanced Class Transition Training Class
Beginner's Class
8AM PST (Pacific Standard Time)
  1. Initial Setup of Rep and Broker/Dealer
    1. How to enter repetitive information for the rep(s) and your broker/dealer.
    2. Entering new clients into the Laser App database.
    3. Getting Forms
      1. How to find the forms you want to use.
      2. How to select and download them.

  2. Interfacing Laser App with other CRM or database software
    1. Which software interface with Laser App.
    2. How to launch Laser App's Quick Form Mode from within other software.

  3. General use of Laser App
    1. Selecting a client and then opening, filling out, printing and saving a form.

  4. Creating Form Groups
    1. How to create a form group and include the forms you have to package together for submission of business.
    2. Batch printing all the forms in a group at once.

  5. Backing up client data
    1. How to back up client data and where to save those backup files.

  6. Reporting a problem with a form

  7. Using our Help File for reference purpose

 
Advanced Class
8AM PST (Pacific Standard Time)

  1. Setting up client databases and installing forms

  2. Backing up client data
    1. How to back up client data and where to save those backup files.

  3. Adding your own fillable .pdf forms to Laser App
    1. How to add fillable .pdf forms to Laser App
    2. How to share it across your network

  4. Networking your client data & forms
    1. Sharing client data between machines not physically networked together (our contact data transfer feature).
    2. Connecting to more than one database of client information
    3. Considering and/or using the Database Server Software
    4. Networking the forms to a distant folder
    5. Networking global settings

  5. Running reports
    1. Address labels, blotter reports, birthday reports, etc.

  6. Reporting a problem on a form

  7. Using our Help File for reference purposes
Transition Training Class
9AM PST (Pacific Standard Time)

Organization is key!

Develop a spreadsheet or chart listing all clients and all of their account types (IRA, 529 plan, trust, etc.). This includes clients (and their account types) who are spouses of those investors.

ONE WAY TO DO ALL THIS PAPERWORK: By client and their family

  1. For those clients with a number of accounts
    1. Create a form group per client and include the many forms they personally need – their account type forms and their new account and change of dealer forms.
    2. While the forms are open, change the registration type to the other family members to fill out, save, print the paperwork for them.
    3. Open the b/d Change of Broker Dealer or Change of Rep form required. While it’s open, fill in any additional information required (i.e., previous broker dealer) that is needed by ALL (or a particular group) of the clients but isn’t specific to any one of the clients. Either batch save it for many clients or save it as a Laser App temporary form (template) for use from within interfacing CRM’s or for use with each other client/family.

  2. Collate the paperwork to be sent out for signing.

A SECOND WAY TO DO ALL THIS PAPERWORK: By form

  1. Organize clients into those with the same account types – i.e., all with IRA’s together, etc. Open such form(s) needed by several clients and batch print it.

  2. Open a form. While the form is open, for example, double-click a date area to put that same day’s date in it. Fill in any additional information required that is needed by ALL of the clients but isn’t specific to any one of the clients.

  3. For those clients with just 1 account type:
    1. Batch print that form.

  4. Collate the paperwork to be sent out for signing.