From Advantage to Cloud

From Advantage to Cloud

Overview

Actions

Navigation

Activities

Reports

Integrations

Availability
  • Standard
  • Professional
  • Enterprise

Overview

You've decided to make the move from ProTracker Advantage, the desktop version, to ProTracker Cloud, the web-based version. There are many tasks you have been performing with ProTracker Advantage that you will want to perform using ProTracker Cloud. This side-by-side comparison table is a quick and easy way to locate familiar routines in ProTracker Advantage and to implement them in ProTracker Cloud.

Actions

Navigation ⇑ Top

If you did this in ProTracker Advantage:

Then do this in ProTracker Cloud:

Use commands in the Assistant

Assistant.png

Use commands in the Action Menu, which you can access from here:

The down arrow next to Delete or Suppress in the list view of most modules.

Action_Menu.png

Depending on the module you are working in, the commands on the Action Menu will be different.

 

Navigate forward and back:

 

 

 

Activities ⇑ Top

If you did this in ProTracker Advantage:

Then do this in ProTracker Cloud:

Add an Appointment/Meeting

 

Log Call (This is a Note in Advantage)

You can create a record of a call through the Client or Contact record:

 

Net Worth Statement

 Create a Net Worth Statement Report.

Create an Activity

  1. Access the activity create form the Client, Contact, Group or Lead screen on the Activities tab or Activities subpanel.
  2. Click on the buttons in the subpanel: Create Task, Schedule Meeting, Log Call, Compose Email, Assign Workflow.
  3. From the History subpanel on the Activities subtab click Create Note.
  4. Complete the activity Create Form. Fields that have an asterisk (*) are required; you must enter data in the field to save the record.
  5. Click Save to save the record and view its detail page, or click Cancel .
  6. Completed activities automatically move from the Activities list to the History list and will show in the Client's History subpanel.

Click the following links for more detailed information on Tasks, Meetings, Calls, Workflows, and Notes.

Client Review 

 

Review a Task List

  1. Access the Task via Tasks > View Tasks.
  2. Click the name of the task in the Tasks List View. 
  3. The Task Detail View displays.

Review Calendar

  1. Access the Calendar via Calendar > View Calendar.
  2. Use the buttons at the top-left of the Calendar home page, Day, Week, Month, or Year, to see different time periods.  Click Shared to view others' calendars.

Reports ⇑ Top

If you did this in ProTracker Advantage:

Then do this in ProTracker Cloud:

Meeting Agenda Create a Meeting Agenda Report.
Client Task List Create a Client Task List Report. 

Integrations ⇑ Top

If you did this in ProTracker Advantage:

Then do this in ProTracker Cloud:

Import Portfolio Values
  1. Click Accounts > Positions > Import Positions from the Navigation menu.
  2. Step 1: Upload Import File displays with a link to a sample Import File Template.
  3. If you have an import file to upload, go to 3; otherwise, click Download Import File Template. Then, delete the sample data, input your data and save the file.
  4. Click Choose File and navigate to and select your import file.
  5. The file name displays in the Select File box.
  6. Click the option button appropriate for What would you like to do with the imported data?
  7. Click Next.
  8. Step 2: Confirm Import File Properties displays and the auto-detection of imported data takes place.
  9. Click View Import File Properties to verify and change the data as needed, if you notice irregularities in the Confirm Import File Properties table. Click Hide Import File Properties to collapse the table.
  10. Click the appropriate option button If the import file data was exported from any of the following sources, select which one.
  11. Click Next.
  12. Step 3: Confirm Field Mappings displays all the fields in the module that can be mapped to the data in the import file. If the file contains a header row, the columns in the file map to matching fields.
  13. Check for correct mapping and modify if necessary. Make sure all of the required fields, which are indicated by a red asterisk ( * ), are mapped.
  14. Click Next.
  15. Step 4: Check for Possible Duplicates displays.
  16. Position your cursor over a field in the Available Fields list that you want to use to perform the duplicate check, and click and hold MB1 (typically the right mouse button) while dragging the field to the Fields to Check list. Repeat this step if you want to use more than one field to check for duplicates.
  17. If you want to save the import file properties, mappings, and duplicate check indexes for future imports, enter a name in the To save the import settings, provide a name for the saved settings box.
  18. Click Import Now.
  19. The progress indicator displays. When the import completes, Step 5: View Import Results displays.
  20. Click Errors to check for errors in the process. Follow the instructions to fix problems (if any) and click Import Again to start the import process again at Step 1.
  21. When the import is successful, click Created Records (in Step 5: View Import Results) to view the imported records.
  22. Click Undo Import if you are not satisfied with the imported records.
  23. Click Exit to display theList View of the module into which you imported your records.
Import Money Balance  Use the Import Wizard for the Accounts module.
Merge to Word  
Email  
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