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Wealth International
How to look for an account in the new sharepoint
This quick video demonstrate how to look for an account in sharepoint without using the spreadsheet
Jul-18-2019
How to transfer a phone call using Avaya one-x agent
This quick video demonstrates how to transfer a phone call using Avaya one-x agent
Jun-28-2019
How to open sharepoint folder in windows explorer
This quick video demonstrates how to open the sharepoint folder in windows explorer for easy drag and drop of files and folders
Jun-28-2019
How to copy the sharepoint name convention from checklist to the file
This quick video demonstrates how to copy and paste the name convention for the files we save in Sharepoint
Jun-28-2019
How to assign a case to yourself or someone else via supervisor tab in WEW
This quick video will demonstrate how to assign a case to yourself or someone else via supervisor tab in WEW
May-23-2019
How to delete filters in inbasket - WEW
This quick video will demonstrate how to delete filters you might have created in your inbasket that aren't relevant anymore
May-23-2019
How to create filters in WEW inbasket
This quick video will demonstrate how to create filters in WEW so you can see certain work items and status on a separate view
May-23-2019
How to find the firm and financial advisor representing the client in workbench
This quick video will demonstrate how to find the firm and financial advisor representing the client in Workbench
May-21-2019
How to search in Workbench for client's personal information used for security questions
This quick video will demonstrate how to search for client's date of birth, residential address, beneficiaries - information th...
May-21-2019
How to search in Workbench for date of birth, residential address,beneficiaries
This short video will demonstrate how to search in Workbench for date of birth, residential address and beneficiaries.
May-21-2019
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