Enterprise Training Module 1 - Introduction/Records

Areas Covered

The purpose of the first day of training is to gain familiarity with the system and the delegate should be able after attending this session to be able to query the database and have a good understanding of the different functions that make up a contact record.

Who Should Attend?

Anyone who has a day to day need to use the system to obtain general information relating to the records.

Summary of areas covered:

• Logging in
• Navigating through the program
• User specific options
      - Background
      - Databar
  
• The make-up of an Enterprise record
      - Contact
      - Addresses
      - Linked Records
      - User Fields
      - Attributes
      - Subscriptions
      - BACS/Direct Debit
      - Transaction History
      - Record History
      - Memo
  
• Closing/Saving/Abandoning/Printing of records
  
• Adding New Records
  
• Finding Records
  
• Archiving and Deleting Records
  
• To-Do List
  
• Write Function

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Training Courses

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  Module 1
  Module 2
  Module 3
  Module 4
  Module 5
  Report Writer

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