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Welcome to the
November ARInsights newsletter. Each month ARInsights provides
this communication to our valued clients to offer an in-depth look
into ARchitect and its many features and user benefits.
This newsletter contains an ARchitect Best Practice, a
proven method on how to utilize ARchitect to maximize efficiency. The
Best Practice will help to increase your familiarity and usability with
the software. Also included is the Most Active Analysts, a list
of analysts by industry, receiving the most attention in the ARchitect
User Community.
If you have
questions regarding this month's featured content please contact Tricia
Cooper at 720.231.2950.
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ARchitect™ Announcement
New Interaction
Page Format!
Beginning
November 5 when you log-on to ARchitect there will be a new
interaction page format. The new page increases user efficiency through
easier navigation. Much of the redesign was based on input from our
customers. To help you become familiar with the new page we are
offering training sessions that will highlight the page and incorporate
best practices for managing your interactions. To sign up click here.
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ARchitect™
Best Practice
Creating Simple
Future Interactions
Documenting
past interactions provides your team members with important information
and a history of analyst activity. Creating a future interaction allows
others to see what you have planned. The two combined are rich
information sources and are especially valuable to teams that are
organizationally or geographically distributed.
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Begin
by entering the interaction in the same way as any other
interaction
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Select
the date that the interaction will take place by over-typing the
default date or by selecting the future date from the pop-up
calendar
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Begin
your description by indicating the interaction is planned and
stating the objective
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Add
analysts, attachments and other information as needed
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Save
your new interaction
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Future
interactions appear automatically on your dashboard calendar
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To better see these future interactions on the
analyst profile page select future interactions or set the display
for a certain number of interactions, such as 25.
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David Stanley
Vice President, Sales
email:sales@arinsights.com
phone: 720-231-2950
Website:www.arinsights.com
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