0. Video Index
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| Core3 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 Core3 and FileMaker training.
• Internal Hosting
• External Hosting
• Peer to Peer Sharing
• Setup the Status Toolbar
• Using the Status Toolbar
• Purpose and Overview
• Setting Up User Preferences
• Purpose and Overview
• Setting Up Global Preferences
• Purpose and Overview
• Add, Edit, Delete Module Names and Graphics
Video 5: Contact Management [11:15] • Company and Individual Records
• Overview for Each Related Tab
• Add, Edit and Delete Information
• Purpose and Overview
• Setting and Using Contact Record Security
• Purpose and overview
• Merging Duplicate Contact Records
• E-mails, Faxes and Letters
• Notes, Events, Tasks and Project Items
• Filters, Sorting and Searching
• Purpose and Overview
• Tracking Phone Call Activities
• Purpose and overview
• Add, Edit, Delete and Manage Groups
• Create Mass Mailing Campaigns
Video 9: Opportunities [6:10] • Purpose and overview
• Add, Edit, Delete, Link Opportunities
• Stages and More Info Tabs
• Related Activities
Video 10: Items [5:25] • Purpose and Overview
• Add, Edit and Delete Items
• More Info and Related Tabs
• Purpose and Overview
• Tracking Inventory and Using the Inventory Log
Video 11: Estimates [12:27] • Purpose and Overview
• Add, Edit, Delete, Link Estimates
• Stages and More Info Tabs
• Related Activities
Video 12: Orders [12:03] • Purpose and Overview
• Add, Edit, Delete, Link Orders
• Stages and More Info Tabs
• Related Activities
Video 13: Invoices and Payments [13:58] • Purpose and Overview
• Add, Edit, Delete, Link Invoices and Payments
• Stages and More Info Tabs
• Related Activities
• Purpose and Overview
• Automatically (or manually) Process Credit Cards
Video 14: Projects [12:32] • Purpose and Overview
• Add, Edit, Delete, Link Projects
• Stages and More Info Tabs
• Related Activities
• Linking Timers to Project Items
Video 15: Timers [4:05] • Purpose and Overview
• Add, Edit, Delete, Link timers
• Explore Views
Video 16: Document Management [5:02] • Purpose and Overview
• Insert, Export, Clear and View Options
• Check In and Check Out process
• More Info Tab
Video 17: Calendar [7:28] • Purpose and Overview
• Individual and Group Calendars
• Recurring and Repeat Options
• Pop Up Reminders
• Month, Week and Day Views
• Events
Video 18: Dashboard [7:55] • Purpose and Overview
• Task Management
• Filter Options
• List Views, Stage Bars, Category Bars and Class Bars
• Individual and Company Goals
Video 19a: Outlook Integration – Setup [4:19] • Install the Plug-in
• Register the Plug-in
Video 19b: Outlook Integration – Mail [14:56] • Sending HTML Formatted Email from Core3 to Outlook
• Importing Email from Outlook into Core3
Video 19c: Outlook Integration – Events [13:39] • Push Events from Core3 to Outlook
• Pull Events from Outlook into Core3
Video 19d: Outlook Integration – Tasks [11:46] • Push Tasks from Core3 to Outlook
• Pull Tasks from Outlook into Core3
Video 19e: Outlook Integration – Contacts [14:57] • Push Contacts from the Core3 to Outlook
• Pull Contacts from Outlook into the Core3
Video 20a: QuickBooks Integration – Setup [10:17] • Install the Plug-in
• Register the Plug-in
• Install 2 Supporting Installers (QBXMLRP2 and MSXML)
• Initial QuickBooks Connection Test
• Data Transfer Matrix
Video 20b: QuickBooks Integration – Pulling [14:49] • Import Wizard (Pulling from QuickBooks into Core3)
• Pull Lists (Accounts, Payment Methods, Terms, Shipping Methods, Customer Messages, Taxes and Classes)
• Pull Customers and Sales Reps
• Pull Items
• Pull Invoices
• Pull Payments
• Push and View from Core3 to QuickBooks
• Contacts
• Items
• Invoices and Payments
• Installation and Registration
• Setup User Preferences
• Push Events and Tasks
• Installation and Registration
• Setup User Preferences
• Push and Pull Contacts
Video 23: Unlock the Possibilities [2:10] • Customize and Expand
• Contact us
Video 24: Initial Batch Import [3:22] • Initial Contacts Import into Core3