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Customer Management for End Users

Customer Management for End Users

This on-line workshop introduces the user to the Customer module and includes navigation, search options, creating new records, activities, generating single merge letters and tracking customer demographics.

This workshop combines lecture, hand-outs and labs, with time for lab completion and discussion.

At the end of the class, attendees will have an understanding of:

  • Finding, entering and updating customer records
  • Managing customer details
  • Managing customer history
  • Managing tab preferences



For more information, please feel free to review our detailed class page (including a downloadable brochure), or to learn more about our AYD classes in general, please check out our FAQ sheet.

Details for accessing this At Your Desk class will be emailed to you approximately 24 hours before the start of the class.

Note: The times listed for this class are based on North American Eastern Standard Time.

When
4/5/2017 10:00 AM - 12:00 PM
Where
Advanced Solutions International, Inc. Online At Your Desk UNITED STATES
Online registration not available.

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