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V4 Administrators

November 8 @ 9:30 am - 4:30 pm

This module is designed for those who will be maintaining thankQ and it’s users.

Be introduced to utilities used to effectively manage system functions.

  • Learn how to create User Logins with access only to the areas of thankQ they require for their role.
  • Learn how to manage Lookup Values so only those options required in drop downs and pick lists are available.
  • Learn how to create and edit your company’s templates so information can be merged from thankQ into Word.
  • Learn how to create Data Import templates and then use these to import external data into thankQ
  • Find out how to easily merge duplicate records.
  • Globally update information on selected contact records instead of going to each one individually.
  • Walk through being able to log tickets to thankQ Support

If time prevails:

  • Learn how to create Personalised receipts built on conditions using Text Rules and Field Rules.
  • Learn how to load Power Searches into a Mailing and Segment each search and then to Link those to a Source Code for reporting.
  • Setup Barcodes and include in templates

Prerequisite:

  • thankQ Essentials

Approximate Duration:

6 hours

Enquiry and Booking

Details

Date:
November 8
Time:
9:30 am - 4:30 pm
Event Category:

Organizer

Margaret Kamstra
Phone:
+61 2 8904 9755
Email:
training@thankQ.com.au

Venue

Sydney Training Centre
L14, 275 Alfred St
NORTH SYDNEY, NSW 2060 Australia
+ Google Map
Phone:
+61 2 8904 9755
Website:
www.thankQ.com.au

 

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