ClientTrack 15 Training

ESG CAPER instructions can be viewed or downloaded here.

All ESG CAPERs must use the new CSV format to be imported into eCART. The exported files must be sent in a zipped folder. IMPORTANT: DELETE THE FILE NAMED “Data (Validation Only)” IT HAS IDENTIFYING INFORMATION AND SHOULD NEVER BE EMAILED. DELETE FROM YOUR COMPUTER AS SOON AS YOU ARE FINISHED WITH ANY REVIEW.

ClientTrack, Inc has provided us with release notes on how to run and obtain the extract. You can find the new export in the ESG Reports folder and find the file download in Files on Server (option just below the CAPER Export).

 

A demonstration of the CT 15 upgrade on navigating and using the new environment.