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

Upcoming DatesTimeRegionRegister
11 Mar 201914:00:00 ESTNorth AmericaregisterCSTMEU0319
15 Apr 201910:00:00 ESTNorth AmericaregisterCSTMEU0419
29 Apr 201910:00:00 AESTAsia-PacificregisterAPCMEU0419
15 May 201914:00:00 ESTNorth AmericaregisterCSTMEU0519
20 May 201910:00:00 GMTEuroperegisterUKCMEU0519
12 Jun 201910:00:00 ESTNorth AmericaregisterCSTMEU0619
24 Jun 201914:00:00 AESTAsia-PacificregisterAPCMEU0619

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