Synergetic: Synergetic for Beginners
This course is the perfect starting point for team members new to Synergetic or those wanting a refresher with added hints and tips
Description
IMPORTANT:
We now offer tailored training for schools instead of training labs on fixed dates, giving your team practical support shaped around your needs, experience levels, roles and processes.
Book a discovery session so we can build a practical training plan that gives your team the right support at the right time.
When making your booking, please use the code 'Beginners' in the ticket # field.
Target Audience
New users or users wanting a refresher with added hints and tips
Learning Outcomes
This hands-on session will cover the basics of Synergetic, things all users need to be familiar with, no matter which modules they usually work in. Features covered are common across all Synergetic modules.
- Navigate confidently around Synergetic.
- Have a greater understanding of the Synergetic community and how constituencies are used.
- Personalise the size and layout of Synergetic windows and programs.
- Search for community members successfully.
- Search, preview and print Crystal Reports successfully.
- Export data from a Crystal Report into a document or spreadsheet.
- Customise and personalise the tab layout.
- Create, maintain and save/store tag lists.
- Use Synergetic grid functions:
- to copy grid contents to Excel
- to tag records in a grid
- email or SMS records in a grid