by Aidan | Jan 25, 2021 | Management Training, Software, Training
Data is only as good as the most recent update, and your PensionPro system is no exception. Join us for a top level session on how to keep your system clean, including clearing out old projects, deactivating old employees and ways to create a process to continue the...
by Aidan | Jan 25, 2021 | PensionPro Tools & Best Practices, Software, Training
Learn the basics of how to put process around the creation of new Clients and Employees in PensionPro.
by Aidan | Jan 25, 2021 | Merge Documents, Software, Training
New to Merge Documents? Join us for a walk-through of how to make your Word documents populate with data stored in PensionPro with only a few clicks. We’ll give you the basics on how to get started.
by Aidan | Jan 25, 2021 | Reporting Tools, Software, Training
New to Event Management? Join us for a walk-through of the configuration setup and creation of Event Management tracking.
by Aidan | Jan 25, 2021 | PensionPro Tools & Best Practices, Software, Training
The Distribution Module harbors some of the most used workflows in PensionPro. This training will go through the interface and give you a basic understanding of the module.
