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

Credit toward Certification

Course Dates

RegionTimeRegisterUpcoming Dates
North America14:00:00 ESTregister14 Jan 2019
North America10:00:00 ESTregister13 Feb 2019
Asia-Pacific15:00:00 AESTemail us to register18 Feb 2019
Europe10:00:00 GMTemail us to register25 Feb 2019
North America14:00:00 ESTregister11 Mar 2019
North America10:00:00 ESTregister15 Apr 2019
Asia-Pacific10:00:00 AESTemail us to register29 Apr 2019
North America14:00:00 ESTregister15 May 2019
Europe10:00:00 GMTemail us to register20 May 2019
North America10:00:00 ESTregister12 Jun 2019
Asia-Pacific14:00:00 AESTemail us to register24 Jun 2019

Pricing Matrix

This course is a 1 session At Your Desk course.

  Early Reg.* Regular Reg.
Global 1 voucher ** 1 voucher **
US $260 $275
Canada $260 + tax $275 + tax
Asia-Pacific $260 + tax $275 + tax
Europe £155 + tax £175 + tax
*The early registration period ends 2 weeks before the start of class.
** Vouchers provide a greater discount than even early registration and can be used globally for any class by anyone in your organization.

Printable Brochure