0. Video Index

Core3 CRM
Core3 CRM Tutorial and Training Video Topics

This product has been discontinued as of May 2014.

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.

• Features
• Benefits
• 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
• 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
• Purpose and overview
• Add, Edit, Delete, Link Opportunities
• Stages and More Info Tabs
• Related Activities
folder_movie 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
folder_movie Video 11: Estimates [12:27]
• Purpose and Overview
• Add, Edit, Delete, Link Estimates
• Stages and More Info Tabs
• Related Activities
folder_movie Video 12: Orders [12:03]
• Purpose and Overview
• Add, Edit, Delete, Link Orders
• Stages and More Info  Tabs
• Related Activities
• 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
folder_movie 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
folder_movie Video 15: Timers [4:05]
• Purpose and Overview
• Add, Edit, Delete, Link timers
• Explore Views
• Purpose and Overview
• Insert, Export, Clear and View Options
• Check In and Check Out process
• More Info Tab
• Purpose and Overview
• Individual and Group Calendars
• Recurring and Repeat Options
• Pop Up Reminders
• Month, Week and Day Views
• Events
folder_movie 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
• Install the Plug-in
• Register the Plug-in
• Sending HTML Formatted Email from Core3 to Outlook
• Importing Email from Outlook into Core3
• Push Events from Core3 to Outlook
• Pull Events from Outlook into Core3
•  Push Tasks from Core3 to Outlook
•  Pull Tasks from Outlook into Core3
• Push Contacts from the Core3 to Outlook
• Pull Contacts from Outlook into the Core3
• Install the Plug-in
• Register the Plug-in
• Install 2 Supporting Installers (QBXMLRP2 and MSXML)
• Initial QuickBooks Connection Test
• Data Transfer Matrix
• 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
• Customize and Expand
• Contact us
• Initial Contacts Import into Core3