New User Walkthrough

#1: Basic CRM Functions

  • All about our “Clear View” interface
  • How to navigate the contact record
  • Creation of new contact records
  • How to use tabs and action buttons
  • Navigating the left sidebar

#2: Searching & Basic Reporting

  • Searching by Selection Criteria
  • Use of the Advanced Query
  • Creating database subsets
  • Choosing specific reports
  • Setting report favorites
  • Exporting report data

#3: Calendar Tour

  • Learn about the Events tab
  • Navigate the AA Calendar
  • Learn about calendar settings
  • View calendar reports
  • Learn about tasks and appointments
  • Create and modify linked events

Questions about the CRM?  Data Imports?  Contact us to schedule an appointment with our technical support team.

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