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.
Note: The times listed for this class are based on North American Eastern Standard Time. Details for accessing this At Your Desk class will be emailed to you approximately 24 hours before the start of the class.