Systems Training
Systems Training
Fundamental systems training course.
What's in store?
Course curriculum
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2
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Skype Basics
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MS Word Basics
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MS Excel Basics
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3
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The New Zoho Mail - Folder Sharing
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The New Zoho Mail - Conversation View
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The New Zoho Mail - Attachment Viewer
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The New Zoho Mail - Task Notes Calendar Integration
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Setting Up Folders
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Zoho Mail Other Features
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The New Zoho Mail - Streams and Email Sharing
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Zoho Mail - Streams
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6
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Before you Start!
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Getting Started with simPRO
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Create a Job in Connect
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Create a site
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Create a supplier Service
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Import and Export Sites
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Invoice and Apply Payment in Connect
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Modify Table View
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Saved Searches
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Setup and Navigate Connect
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Test and Maintain Customer Assets
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Administration Procedures Draft
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How to Convert a Quote to a Job
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How to Create a Quote
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How to Price a Quote
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PROCEDURE_ NEW CUSTOMER AND SITE CARD SET UP IN SIMPRO
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Simpro Connect ADJUST APP SETTINGS
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Simpro Connect VIEW DASHBOARD AND RUNSHEET
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simPRO Navigation
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Tasking Process_Updating Pricing or Cost of Clients and Sites in Simpro
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Timesheet Procedure
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Updating Pricing or Cost of Clients and Sites in Simpro
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Advanced Searches
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Complete a Job Without Materials Assigned
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Create a customer
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