Find the People You Need to Work With

I am late getting this video out showing you the new People look up carousel in Cap Dat ACORD.

We know you actually are a real person working with other real people. We thought it would be nice if you could see them this way when you worked with them on your computer. What a novel idea.

Here is a quick video - 1 minute and 30 seconds - showing how it works.



You get to find people by actually recognising them. Then we give you more information faster just under the picture. You can even use it just like a Rolodex.

And the people you work with are not all clients. See our video on how to use relationships in Cap Dat ACORD to work with ALL the PEOPLE you actually work with.