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ADVANCED TRAINING - 3 - 4 Hours
Advanced Training is for system administrators.

 

• OVERVIEW

• TRAINING
   INTRODUCTION
   LOCATION
   FRONT OFFICE
    - BEGINNER
    - INTERMEDIATE
    - ADVANCED
    - WEB ACCESS
    - COMMANDER TIPS & TRICKS
    - WHAT'S IN IT FOR AGENTS
   BACK OFFICE
• RELATIONSHIP PLAN
• WEBSITE DEVELOPMENT
• EVENT CALENDAR


Upon completion of training students will be fully familiar with the various routines for system maintenance and reporting available to ensure the Front Desk runs in a smooth and efficient manner. REQUEST THIS COURSE HERE
  • Setting up Showing Feedback
  • Setting up TREB Integration
  • Verifying how many users are signed into the program
  • How to find out information about the system
  • Downloading updates direct from the web
  • Finding out what is new in the program
  • Defining Security Levels to customize access privileges
  • Setting reminders to advise of activities to perform: archive messages, licenses expire, backup time etc.
  • Collect Listings and transmit to Internet
  • Verifying XML file for Export
  • Paging Listings to Expire
  • Transferring listings to Inactive
  • Viewing the Audit Log for sign IN / OUT
  • Viewing Appointment Reports to check how many appointments have been requested on line
  • Daily Task Report
  • Appointment Analysis Report
  • Backing up the databases and verifying automatic backups are occurring
  • Fallback and disaster Recovery planning