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 DatesRegionRegister
Jun 5 2017 10:00AMEuropeemail us to register
Jul 17 2017 12:00AMNorth Americaregister
Jul 25 2017 10:00AMAsia-Pacificemail us to register
Oct 2 2017 12:00AMNorth Americaregister
Oct 9 2017 10:00AMEuropeemail us to register
Nov 6 2017 12:00AMNorth Americaregister
Jan 22 2018 12:00AMNorth Americaregister
Jan 29 2018 12:00AMEuropeemail us to register
Mar 19 2018 12:00AMNorth Americaregister
May 7 2018 12:00AMNorth Americaregister
May 14 2018 12:00AMEuropeemail us to register

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