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Client Services

Onboarding with Ease


Speedy and effective new employee onboarding is a top priority in every company.

Not only must the new member of your team be trained in policies and procedures of your firm, they must also receive instruction on the software and tools you use which includes Datafaction.  To facilitate the process and help you plan for onboarding your new staff, Datafaction offers twice monthly New User Basics for AgilLink and DFX.  This  allows you to plan the timing of  new staff onboarding to  align with the webinar training schedules. 

Our goal is to provide you with the resources and tools needed to enhance productivity as quickly as possible.  The current webinar schedule may be accessed at http://www.datafaction.com by selecting the “Resources” tab and scrolling to “2018 Webinar Training Schedule.”  To register for training webinars contact Registration@Datafaction.com.

Upcoming Webinar Schedule

Date

Platform

Seminar

Start/End

3/2/2018

DFX

DFX Deposits w/Commissions & Advanced Payments

12 – 1pm PT

3/7/2018

AgilLink

AgilLink Banking Integration

12 – 1pm PT

3/9/2018

DFX

DFX Banking Integration & Manage Alerts

12 – 1pm PT

3/14/2018

AgilLink

AgilLink Reporting Basics

12 – 1pm PT

3/16/2018

DFX

DFX Reporting Basics

12 – 1pm PT

3/21/2018

AgilLink

AgilLink Online Banking & Workflow Notifications

12 – 1pm PT

3/23/2018

DFX

DFX Invoicing Basics

12 – 1pm PT

4/4/2018

AgilLink

AgilLink Deposits w/Commissions & Advanced Payments

12 – 1pm PT

4/6/2018

DFX

DFX Recurring Invoices

12 – 1pm PT

4/11/2018

AgilLink

AgilLink Uploading Images, Invoice Entry

12 – 1pm PT

4/13/2018

DFX

DFX Credit Card Processing

12 – 1pm PT

4/18/2018

AgilLink

AgilLink Recurring Invoices & Search

12 – 1pm PT

4/20/2018

DFX

DFX Deposits w/Commissions & Advanced Payments

12 – 1pm PT

4/25/2018

AgilLink

AgilLink Deposits w/Commissions & Advanced Payments

12 – 1pm PT

4/27/2018

DFX

DFX Banking Integration & Manage Alerts

12 – 1pm PT

5/2/2018

AgilLink

AgilLink Credit Card Processing

12 – 1pm PT

5/4/2018

DFX

DFX Reporting Basics

12 – 1pm PT