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.
At the end of the class, attendees will have an understanding of:
- Finding, entering and updating customer records
- Managing customer details
- Managing customer history
**NOTE: This class is now available On Demand**
Click on the link below to access the recording for iMIS 2017 version: