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We’re excited to share that Black Diamond has a new home on LinkedIn: SS&C Black Diamond Wealth Solutions 

Home > Elements Training > Elements Webinars & Events > 2024 Elements Training Tuesdays Recordings
2024 Elements Training Tuesdays Recordings
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Welcome to Training Tuesdays!

Training Topics & Dates:

 

March 26th - Customizing Page Layouts & User Management for Admins

August 27th - Reports 2.0 & Dashboards for Admins

October 29th - Elements & Microsoft Outlook – Better Together

November 26th - Monitoring & Managing Data Broker for Admins

December 17th - Data Hygiene

March Replay

 

August Replay

 

October Replay

November Replay

December Replay

Because all CRMs can be customized by the System Administrator, it is possible your views and access will differ. 
Please contact your System Administrator with questions on your firm's views and access.

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