Linking Clients, Households
and Employers

Client Meeting and
Activity Reports

Sycamore Company Activity History Button Functionality

Client Meeting and
Activity Reports

Create and
Manage Events

Create and
Manage Task

Create an
Action Plan Template

Client Meeting
Tracking

Create
List Views

Launch and Manage
Action Plans

Working
With Reports

Sending a
Mass Email

Creating
Email Templates

Managing your
Calendar

Linking Households,
Employers, and Spouse

Sycamore Client Manager
Creating and Managing Tasks

Managing Client Manager
Creating Action Plans

Sycamore Client Manager
Launching an Action Plan

Sycamore Client Manager
Working with List Views Part 1

Sycamore Client Manager
Working with List Views Part 2

Sycamore Portfolio Manager
Households vs. Relationships

Sycamore Portfolio Manager
RMD Worksheets Using Cirrus

Sycamore
Commission Manager

Sycamore
Client Manager