Administer your Database and Manage your Contacts

This 2-hour online training session is designed for new users of CiviCRM or organizations who are current users, and have new staff to train or are in need of a refresher course.

During this two hour training you will learn:

  • Best practices for adding new contacts and Managing relationships between contacts
  • Conduct basic and advanced searches
  • Create groups & smart groups, tags/tag sets and custom data sets (custom fields) and understand the differences between them
  • Send an email and export data into CSV format
  • Manage activities 
  • Find and merge duplicates and better understand duplicate rules
  • Create an activity report and include it on your dashboard 

You’ll leave this training with new skills as well as best practices for managing contacts in CiviCRM.This training is the first session of a four-part training. The next sessions will be on membership, event and contribution management.
 

This training is brought to you by

For more information, contact us at susan@cividesk.com

11 am - 1 pm Pacific | 12 - 2 pm MST  | 2 - 4 pm Eastern

Click here to register

 

 

When
March 2nd, 2016 from 12:00 PM to  2:00 PM
Location
Your Computer (Mountain Time)
United States