November 2018 Development Updates
This session covers the Worksorted development updates throughout November including home page dashboard improvements, multi period revenue reporting, service propositions, CRM features, extra services updates and more!
Worksorted documents masterclass
In this session we discuss everything “document” related in Worksorted including production and configuration of documents, placeholders, template’s and a few user extra user tips.
Worksorted Microsoft plugins masterclass
This session covers the Microsoft Outlook, Word and Excel plugins. We discuss the benefits they will provide to your practice, the functionality of the plugins as well as the installation process.
Microsoft Outlook plugin tutorial
This video is for those that would like to understand the installation and functionality of the Outlook plugin as well as view the plugin in use.
October 2018 upskill session
This session is for current Worksorted users who want to understand what the system has to offer in depth. We will be covering CRM usage, Automation solutions, Revenue management, Workflow tips, Advanced reporting and an overview of the Worksorted extra services
October 2018 Development Updates
Updates including Microsoft outlook plugin, Workflow solutions, Email updates, New client search tools, Worksorted extra services and more!
August 2018 Development Updates
Updates including client data sharing, Revenue management automation, Email updates, New client search tools, New home page preferences and more.