0. Video Index

Core4 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 Core4 and FileMaker training.

folder_movieVideo 1:  Overview [2:00]
• Features
• Benefits
• Setting Up the Status Toolbar
• Using the Status Toolbar
• Setting Up User Preferences
• Setting Up Global Preferences
• Company and Individual Records
• Overview for Related Tabs
• Add, Edit, and Delete Information
• Create, Track, and Manage Activity Items
• Purpose and Overview
• Add, Edit, Delete, and Manage Groups
• Create Mass Mailing Campaigns
• Purpose and Overview
• Add, Edit, and Link Opportunities
• More Info Tab
• Related Activities
folder_movieVideo 8:  Items [7:38]
• Purpose and Overview
• More Info and Related Tabs
• Inventory Assembly Items
folder_movieVideo 9:  Estimates [6:24]
• Purpose and Overview
• More Info Tab
• Related Activities
folder_movieVideo 10:  Orders [8:22]
• Purpose and Overview
• Add and Edit Orders
• More Info Tab
• Technician Appointments (iPad)
• Purpose and Overview
• Add, Edit, and Link Invoices
• Payments
• Payments and More Info Tabs
• Purpose and Overview
• Install/Register the FM Credit Card plug-in
• Electronically Process Credit Cards
• Manually Process Credit Cards
• Purpose and Overview
• Add and Edit POs
• Receive Items/Receipts
• More Info Tab
folder_movieVideo 14:  Projects [8:40]
• Purpose and Overview
• Add and Edit Projects
• Project Items
• More Info Tab
folder_movieVideo 15:  Timers [3:38]
• Purpose and Overview
• Add, Edit, and Link Timers
• Explore Timer Views
folder_movieVideo 16:  Documents [4:23]
• Purpose and Overview
• Check In and Check Out Process
• More Info Tab
folder_movieVideo 17:  Calendar [5:32]
• Purpose and Overview
• Month, Week, and Day Views
• Events
• Reminders
folder_movieVideo 18:  Dashboard [5:55]
• Purpose and Overview
• Filter Options
• List Views, Stage Bars, Class Bars, Category Bars
• Individual and Company Goals
• Install/Register the Outlook Manipulator
• Sending Mail from Core4 to Outlook
• Importing Mail from Outlook into Core4
• Pull Events from Outlook into Core4
• Push Events from Core4 into Outlook
• Pull Tasks from Outlook into Core4
• Push Tasks from Core4 into Outlook
• Pull Contacts from Outlook into Core4
• Push Contacts from Core4 into Outlook
• Install/Register the FM Books Connector
• 2 Supporting Installers (QBXMLRP2 and MSXML)
• Initial QuickBooks Connection
• Data Transfer Matrix
• Import Wizard
• Pull Lists (Accounts, Payment Methods, Terms, Shipping Methods, Customer Messages, Taxes and Classes)
• Pull Items
• Pull Contacts (Customers and Sales Reps)
• Pull Invoices
• Pull Payments
• Push and View from Core4 to QuickBooks
• Contacts
• Items
• Invoices and Payments
• Install/Register the Address Book Manipulator
• Setup User Preferences
• Push and Pull Contacts
• Install/Register the iCal Manipulator
• Setup User Preferences
• Push and Pull Events & Tasks
• Initial Contacts Import into Core4

folder_movieVideo 24:  Coming Soon

• Additional Training Videos Coming Soon!