0. Video Index
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| Core2 CRM Tutorial and Training Video Topics | |
Note: These videos are best watched in order, but feel free to navigate to the desired chapter for specific areas of training.
• Download and Unzip
• A word about files
• FileMaker is required
• FileMaker files and their purpose
• Main Core² Preferences
• Accounts & Security
• Overview of header
• Overview for each tab
• Overview of sidebar
• Edit a contact and related info
• Deleting a contact and related info
• Finding, Sorting, and Linking
• List view
• Home record
• Faxes, Letters, and E-mails
• Notes and Tasks
• Events
• My “Task Manager” screen
• Purpose and overview
• Add, Edit, Delete
• Using merge fields and spell check
• Mailing list assignment
• Edit mailing list
• Create a mass mail campaign
Video 9: Calendar [18:50] • Purpose and overview
• Preferences, categories, default views
• Add, edit and delete events
• Recurring options
• Explore different views
• Group calendars
• Batch Contact Import – run a test sample
• Note about complex imports and how we can help
(Entourage integration same as Outlook)
• Installation, configuration and setup
• Populate Calendar, Tasks and Contacts
• Import Mail
• Purpose and overview
• Installation, configuration and setup
• Demo
• Purpose and overview
• Installation, configuration and setup
• Demo
Video 14: Customization [3:57] • Contact us