Thursday, June 7, 2018

How to create a Date Driven Workflow in CRM:

https://youtu.be/Q1ibw_qkuHM

Tuesday, June 5, 2018

Creating a Simple Workflow in CRM:


This focuses on the "how to" of creating a workflow - the screen that decides when a workflow will start.

In this example, the end result is an email whenever a new employee is added in Darwin or DNet as a confirmation to the internal payroll department and to the client that the employee has been added.

https://youtu.be/z-r3EUQGnQ0



Easy CRM Navigation

Quickly learn how to find items in ThinkWare's Microsoft CRM

https://youtu.be/PC0Fm97V3fU


Tuesday, February 6, 2018

Employee Benefits Enrollment

Watch the new Benefits Enrollment Video here:


Benefits Enrollment for Employee Video

Monday, October 9, 2017

"Log In As" - DNet

We have released new customer service functionality.  You can now "Log In As" any user to greatly assist with Customer Service.  It will allow the Customer Service Rep to see the screen exactly as the user does based on their security.

Friday, March 10, 2017

https://lnkd.in/gRvM7Xm New Video - Use it to train your sales people or show clients/prospects

Monday, February 15, 2016

Mobile Friendly DarwiNet

As we prep to launch the newly revamped DarwiNet Manager and Employee Self Service product, I wanted to point out how the site renders nicely on Mobile sites.

Instead of having "Desktop" and "Mobile" sites, DarwiNet renders by detecting the device, keeping a seamless experience for the user across all devices.

You can compare the Dashboard across a desktop, tablet and phone below.

Desktop:



Tablet:



Phone:



As you can see, the website automatically re-orders and re-sizes logically based on the device that is being used, but maintains a consistent User Experience (UX).

This modern UX will allow clients and employees to submit time, approve PTO, approve Invoices, review pay stubs etc without having to learn different websites or Apps depending on what device they are using.  When they move from a laptop to a phone, it is the same experience.

The same holds true for the more graphical features in the new UX.  The Insight and ACA dashboards provide quick overview and detailed analysis of various areas of the PEO/ASO and Clients.  Once again,  a similar experience across devices:

Desktop:



Phone:



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