aaug meeting © acgi software. all rights reserved. january agenda

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AAUG Meeting AAUG Meeting © ACGI Software. All Rights Reserved. January Agenda

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Page 1: AAUG Meeting © ACGI Software. All Rights Reserved. January Agenda

AAUG MeetingAAUG Meeting

© ACGI Software. All Rights Reserved.

January Agenda

Page 2: AAUG Meeting © ACGI Software. All Rights Reserved. January Agenda

© ACGI Software. All Rights Reserved. v.06

AGENDA FOR JANUARY 8, 2013

AAUG Community Site Updates Webinar Materials Latest Discussion Threads (ACGI needs user input)

6.5.2 Release Highlights (First Look at Some V7 Components) Export to Excel Stored Docs / UI Text Override Tool Login To SSA As User / Send Password Reset Email Distribution List Test

Advanced ECM Featured Walkthrough Creating an Email (as published to the AAUG Community Site)

Page 3: AAUG Meeting © ACGI Software. All Rights Reserved. January Agenda

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AAUG COMMUNITY SITE UPDATES

Webinar Materials have been posted on the Webinars. This includes the December (Navigating the AAUG Site) and January (Advanced ECM) recorded materials

ACGI is requesting your feedback! What reports are themost valuable to your organization and should first be

converted to the interactive reporting format of APEX?

AASLD would be interested in your opinion regarding event revenue recognition in this AAUG poll!

Page 4: AAUG Meeting © ACGI Software. All Rights Reserved. January Agenda

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V6.5.2 RELEASE HIGHLIGHTS – GRID EXPORT TO EXCEL

Located throughout the AA back office where grid controls are used

allows users to sort and organize data presented within the grid control then export it to MS Excel with the column headers maintained

Page 5: AAUG Meeting © ACGI Software. All Rights Reserved. January Agenda

© ACGI Software. All Rights Reserved. v.06

V6.5.2 RELEASE HIGHLIGHTS – TEXT OVERRIDE TOOL

Accessed via a link (i.e., Stored Docs/Text Overrides) on SSA screen

Allows permissioned users to quickly control the display of mapping links (e.g., Interactive Doc Management)

Provides users with the ability to change the text on certain buttons and error messages in SSA

Currently implemented in only a few select areas but expected to be expanded in the future

Page 6: AAUG Meeting © ACGI Software. All Rights Reserved. January Agenda

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V6.5.2 RELEASE HIGHLIGHTS – LOGIN TO SSA AS USER

Developed in accordance with password encryption Permits seamless login to SSA as a customer to simulate a member’s experience Available via the Customer and Customer Service switch views for the active customer

Page 7: AAUG Meeting © ACGI Software. All Rights Reserved. January Agenda

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V6.5.2 RELEASE HIGHLIGHTS – DISTRIBUTION LIST TEST

Accessed from the ECM Admin Distribution List interface

Returns the list of intended recipients by their corresponding email addresses as determined by the test bind variables and selected email category and subcategory

Provides a more direct approach to viewing intended recipients

Serves as the precursor to advanced count functionality in ECM

Admin > Mktg/Comm > E-Communications > Distribution Lists

Page 8: AAUG Meeting © ACGI Software. All Rights Reserved. January Agenda

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ADVANCED ECM – CREATING AN EMAIL BROADCAST

OnDemand Segment within the AAUG Community Site Webinars Discussion