This
practical full day workshop, run by an experienced Gold-Vision
trainer, will guide you through the steps required to administer
your system and utilising the Alerting functionality help
you get the best from Gold-Vision .
Available Dates:
5th February, 19th March 2009
9.30am – 4.30pm (includes a light lunch)
Cost: £400
GENERAL
ADMINISTRATION
Our approach is to work with a small group of key users to
provide detailed training on the capabilities of Gold-Vision,
enabling these individuals to take a full and active role
in the design and configuration of the system, whilst also
increasing system ownership. Ongoing this individual or team
will administer your Gold-Vision system and will be able to
make changes to your Gold-Vision systems. They will also be
able to act as a main Gold-Vision contact including support
queries and implementation of future product upgrades. Often
an administrator can be sales, marketing or service focused,
as well as IT.
Focusing on Gold-Vision 2008 you will learn how to:
• Design and configure your Gold-Vision system
• Add and manage users and teams
• Manage the screen design' field descriptions and list
design
• Improve your Gold-Vision system to meet your business
objectives
• Act as a contact for support and upgrades
• Advise and train your team members
Throughout the workshop, you are encouraged to put forward
your ideas, ask any questions or bring up any issues that
you are hoping to resolve.
ALERTING AND WORKFLOW
Concentrates on the new Alerting and
workflow aspects of Gold-Vision following on from the General
Administration training.
Focusing on Gold-Vision 2008 you will
learn how to:
• Design and configure Gold-Vision alerting and workflow
• Initiate simple alerting on Notes or Activities, plus
more sophisticated alerting on data in your system.
• Include key milestone dates for activities, and use
our Alerting or Outlook® to remind you when to do them
We will work through real examples of alerting process based
on your scenarios. Again your participation is actively encouraged!
SCHEDULE
Course
Overview/ Introduction
The Administration Console
User Interface Configuration
Settings
User Management Coffee Break Product Management
Editing Notes
Storing Email attachments
Lunch
Creating Alerts
Managing Alerts
Example Alert Configurations
Coffee
Break
Question and Evaluation session
We've limited the number of attendees
to 4, to enable everyone to participate in the practical elements
of the course and get the most from the day.
Based at the Esteiro
Offices - just off junction 19 of the M1
