YIO Question on Windows 7

ineedhelp

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I purchased the YIO system from Frank a while ago. I've tried contacting Jacqeline a few times in recent months, with no reply. I have W7 installed. Is there a way to upload my clients from YIO to another CMS program?
 
Re: YIO Question

Is there a way to upload my clients from YIO to another CMS program?

If you have the ability to export to a .CSV, which we think YIO does, then that will help you import into another system.

You'll need to see what the export file includes as far as data.
 
Re: YIO Question

Enter my plug for Radius. These guys are improving this constantly.

I'll second the plug for Radius. I've been using it for a while and might be implementing it agency-wide for a group of agents. There are certainly things that need to be improved (color scheme anyone?) but it is a solid system.
 
Re: YIO Question

I'll second the plug for Radius. I've been using it for a while and might be implementing it agency-wide for a group of agents. There are certainly things that need to be improved (color scheme anyone?) but it is a solid system.

Agreed. However, they are proactive in asking us what we need and want. Seems like every week they are rolling out a new feature at no additional cost. I have some needs and ideas on reports for working and cross selling a book. Clu has asked me for a list of ideas but I have been flaking on getting them to them.

Good value for me.
 
Re: YIO Question

There are certainly things that need to be improved (color scheme anyone?) but it is a solid system.

Let it be known that we do listen to feedback and act upon it (when we agree with it or are willing to try something new)!

As of this post, we are testing an Orangeless Radius, now it is a boring Corporate Blue for a short time to see what kind of feedback we get.

Goodbye #FC7304, you aren't gone forever, but if you get enough votes you may be.

This is just within the Application, not our Marketing Site or Login Pages. You'll have to log in to see.

If we hear enough feedback, we'll modify some of the buttons and images that still have the orange.
 
Re: YIO Question

No, I don't. What is Microsoft Access?

It's a microsoft database program.

Do you know if it will let you export it in .csv?

Does anyone know if you can expoert your client list in .csv?
 
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