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
**NOTE: This class is now available On Demand - watch the recording at your leisure**