Course curriculum

    1. Course Introduction

    1. Data Imports Overview

    2. Basics Data Imports

    3. Import Tips & Tricks

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    1. Roles & Permissions Overview

    2. Permissions & Restrictions

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    3. Role Defaults

    4. Global Permissions

    5. Show Role Differences

    1. Customizations Overview

    2. Custom Forms

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    3. Custom Lists

    4. Custom Fields

    5. Custom Segments

    6. Custom Centers

    7. Custom Records

    8. Advanced PDFs

    1. Report Tips & Tricks

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    2. Customizing Reports

    3. Scheduled Reports

    1. Saved Search Types

    2. Saved Search Criteria

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    3. Saved Search Results

    4. Summary Searches

    5. Search Formulas

    6. Search Highlighting

Administrator Fundamentals Course

  • $199.00
  • 59 lessons
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