This is the perfect workshop for companies that want to refresh their portfolio. Lease Harbor systems have always been known for unrivaled flexibility, but users sometimes don’t realize how easy it is to make changes to their portfolio setup in both Apex and Harbor Flex. This workshop covers topics such as:
Tree Structure
- Tree Reorganization Options
- Hierarchy Review
- Add or Remove a Second Tree
- Group Based Security Review
Key Dates
- Duplicate Commencement/Expiration Dates
- Avoiding Accumulation of Pending Key Dates
- Email Alert Dates
Report/Search/View Cleanup
- Analysis of Used and Unused Searches/Reports
- Analysis of Used and Unused Custom Views
Security Group and User Management
- Add, Edit and Remove Users
- New User Emails
- Security Group Optimization
Select List and Custom Field Cleanup
- Consolidation and Mapping Utility
- Custom Field and Custom Section Analysis
Register below if you are interested in attending the Portfolio Tune Up workshop.