July 18 @ 9:30 am - 4:30 pm
thankQ Administrators V4
Be introduced to utilities used to effectively manage system functions.
You will learn how to;
- Create User Logins with access only to the areas of thankQ they require for their role.
- Manage Lookup Values so only those options required in drop downs and pick lists are available.
- Create and edit your company’s templates so information can be merged from thankQ into Word.
- Create Personalised receipts built on conditions using Text Rules.
- Load Power Searches into a Mailing and Segment each search and then to Link those to a Source Code for reporting.
- Create Data Import templates and then use these to import external data into thankQ
- thankQ Essentials
- 6 hours