Trumpet is Hiring!
We are growing the Trumpet team, and hope you can help us to find the perfect fit. We are looking for TWO new team members – a Sales Executive with experience in the financial services... Read More
Author: Jo Day
Jo loves learning about interesting problems and how people are solving them. Jo is well known for connecting people and ideas and is a great catalyst (moo!) to change. Where some people see the world through rose colored glasses, Jo sees the world through processes.
When Jo isn't hanging out with her family, Jo's favorite hobbies are being anywhere outdoors and coming up with new business ideas – just for fun!
Symphony Profiler – Make Reservations Directly from Worldox
Create a Symphony Reservation Directly from Worldox We are excited to announce one of our latest enhancements for Symphony Profiler. Trumpet developed a “Symphony Profiler” icon for the Worldox menu and toolbar, allowing users to... Read More
How to help Non-Process People Embrace Processes
In firms of every size, by the very fabric of humanity, there will always be detail-oriented people and others who describe themselves as “big-picture” people. That means there will be inherent conflict between these two... Read More
Trending from Trumpet: Pick a Portal Provider Soon
Trending: Choose a file sharing service sooner than later Financial advisors often consider themselves the “quarterback” of a client relationship because they collaborate with accountants, estate planning attorneys and other professionals on behalf of their... Read More
Symphony Profiler – Save Time using Handheld Barcode Scanners
GREAT NEWS for firms doing large volumes of document scanning, Symphony Profiler now supports the use of handheld barcode scanners like the one seen here: Laser BarCode Scanner Why would you use a handheld barcode... Read More