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

RegionTimeRegisterUpcoming Dates
Europe10:00:00 GMTemail us to register14 May 2018
Asia-Pacific15:00:00 AESTemail us to register21 May 2018
North America10:00:00 ESTregister11 Jun 2018
North America14:00:00 ESTregister09 Jul 2018
North America14:00:00 ESTregister12 Sep 2018
North America10:00:00 ESTregister10 Oct 2018
North America14:00:00 ESTregister12 Nov 2018

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