Training – Cloud Advanced Webinar

Date/Time
Date(s) - Aug 14
12:30 pm EDT - 2:30 pm EDT

Cost: $0/person

Description:

This webinar style class is designed for Admin users to learn the top-level and setup portion of Cloud: User Management, Administration and Global module use, Dashboards, Custom Import/Exports, and more of the like. This content covers the Cloud ‘framework’ rather than module-specific topics, and uses generic data and examples.

Main topics include:

• User Management and Security
• Global Settings and Unit Information
• Global Records (People, Addresses, Phones, Email Addresses)
• Merging
• Dashboards and Widgets
• Advanced Filtering and Saving/Sharing Workspaces
• Custom Fields
• View Layout Sets
• Custom Import/Export Definitions
• Workflows and Alert Rules

Bookings