Your monthly DTS Connex newsletter is here!
As the snow melts and pollen counts rise, it’s time for an annual tradition like no other: spring cleaning! No longer reserved for your garages, attics, and kitchen cabinets– this March, we’re doing some DTS Spring Cleaning!
Join us for our March webinar where we’ll share ways to keep your data clean and your cash management organized. Watch February’s webinar replay to update and freshen up your search tools with One Search, and discover how to enable Customer Managed Deposit Updates for increased reconciliation autonomy.
March Action Items:
Want a quick roadmap to this month’s newsletter? Here are March’s heavy-hitting action items.
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- Register for our March webinar, DTS Connex Spring Cleaning, on March 22nd at 1PM ET.
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- Watch the replay from our One Search Overview training webinar to learn how to use the tool in different applications and see specific use cases from two One Search users.
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- Talk to your PSM or email help@dtsconnex.com to enable our new, much anticipated feature: Customer Managed Deposit Updates
DTS Connex Webinar: Spring Cleaning
Webinar | Wednesday, March 22nd, 1pm ET
It’s always satisfying to bring order to chaos. That’s why Marie Kondo’s The Life-Changing Magic of Tidying Up has sold over eight million copies and why we spend too much money on clear plastic containers of varying sizes to organize our pantries and bathroom vanities.
When you tidy things up and create systems, you eliminate mental clutter and can see things more clearly, whether that’s your garage shelves, your junk drawer, or even your cash management data.
That’s our vision behind March’s Spring Cleaning webinar. You give us a few minutes of your time, and we’ll share all the ways we can help you clean, organize, and optimize your data in 2023.
DTSer Vince Buscemi will host our webinar, featuring insights from Partner Success Managers Jenn Nelson and Lance Kemper on topics like…
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- Customer Managed Deposit Updates
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- Stale Deposit Clean-Up
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- Auto Delete
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- One Search
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- Updating Region, District, and Subsidiaries
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- Change Order Holiday Orders
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- Customized Training Tabs
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- Updating Email Addresses
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- Message Center
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- Utilizing the Contact Page
Think of these topics as a honey-do list for your best DTS experience– where you can communicate more effectively with users, collect data more efficiently in the system, and spend less time getting clearer insights on your cash transactions!
Click below to watch the webinar replay!
One Search Overview Webinar Replay
One Search is a new optimized and intuitive search engine framework that is the future of all transaction Search and Reporting at DTS. This new framework allows you to choose from an expanded set of data points and enables you to select and prioritize which search fields populate your report.
Whether you have already activated One Search on the DTS platform or have yet to enable this search framework, this webinar is for you! Partner Success Manager, Jess Goodwin walks participants through the benefits and scope of the One Search tool andshares specific use cases from users at Abercrombie & Fitch and Cano Health.
We want you to have better, more concise data and eliminate any data results that you don’t need. Find out how One Search gets you the results you need, faster!
Click below to watch the webinar replay.
Upcoming Releases:
DTS Connex Release | Customer Managed Deposit Updates
Our new Customer Managed Deposit Updates feature is live!
Many have expressed interest in DTS developing a feature that would allow users to manually update a deposit with information regarding when it was received at the bank. We now have this feature available for you, and we’re excited to continue working together to make your data even more accurate, and eliminate instances where you may need to unnecessarily investigate due to inaccurate data.
This feature is now included with the DTS Connex Deposit Services Solution, however, we will need to set up a time to get this feature activated. Please reach out to your PSM or email help@dtsconnex.com to enable this feature!
Thanks for checking in on what’s happening with DTS Connex this March. As always, if we can help with anything, email help@dtsconnex.com or check in with your Partner Success Manager.
