Office Hours: Stop Digging Through Client Records—Use Reports Instead скачать в хорошем качестве

Office Hours: Stop Digging Through Client Records—Use Reports Instead

In this Office Hours session, Steve Drost and Will Kaplan walk through a real-world example of getting back to the basics—and saving hours of time—by using reports instead of endless clicking inside your CRM. A Quivr user wanted to review disability insurance policies for physician clients but found herself opening household after household just to check the same few fields. Sound familiar? There is a better way. In this episode, you’ll learn how to: 🔍 Pull all disability insurance data into a single report 📊 Choose only the key fields you actually need to review 🏠 Group policies by household to see everything at once 🔗 Link reports directly into Archr workflows for repeatable reviews 🔄 Combine data across modules with joined reports (when it makes sense) The big takeaway: if your heart rate goes up while clicking through records, that’s your signal to pause and ask, “There has to be a better way.” Most of the time, there is—and the Quivr team can help you find it. 👉 Quivr users: join Office Hours or submit a ticket and let us help you work smarter. 👉 Not a Quivr user yet? Schedule a demo and see how much easier this can be: https://calendly.com/d/cmqh-zrf-ytg