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

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.

Target Audience

New users or users wanting a refresher with added hints and tips

Learning Outcomes

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