Training videos – TOL top tips
The below selection of videos are all 30 seconds or shorter and provide hints and tips to help you get the most out of using Transact Online (TOL).
If you would like further assistance with using TOL, please contact us or your Adviser Support Manager. You can find their details by logging into Transact Online and going to Contact > Contact Transact.
Dashboard links
Quick access to reports and detailed information via the homepage (video run time 0.21)
Learn more
Access succinct explanations of the homepage menu options (video run time 0.13)
Latest news banner
Important information we want to highlight (video run time 0.11)
Summary view
Get a more simplified view of a portfolio valuation (0.17)
Reducing scrolling
Minimise long lists for easier navigation (video run time 0.26)
Sorting list orders
Save time by sorting your search results (video run time 0.19)
Refining search terms
Use filter options to refine results (video run time 0.19)
Linked group searching
View clients as linked groups rather than individuals (video run time 0.30)
Access summary report
Access an audit trail of your or your client’s online activity (video run time 0.22)