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  • Integra CRM : Training Videos

    1,117 views 6 years ago
    For more information see:

    http://www.hartsquare.co.uk......

    At Hart Square, we are renowned for our expert user training programmes. Built on our extensive CRM experience, we've harnessed this unique experience in a series of special training videos for users of the Integra CRM system.

    Each video provides in-depth, step-by-step guidance on how to use and maximise Integra, from logging in to querying. This series of Training Videos includes:

    1. Logging onto the Integra CRM system

    1.0 Logging onto Integra

    2. Setting your user preferences

    We take you through setting up user preferences in Integra, including:

    2.1 Changing your password

    2.2 Choosing your Start screen

    2.3 Choosing 'Navigator' or 'Classic' view

    2.4 Setting your Favourites Bar

    2.5 Setting your Banner Lines

    2.6 Setting your 'Active' templates

    3. Navigating around the database

    How to navigate around the Integra database and use the various screens, tabs, fields and toolbars. They include:

    3.1 Opening and closing screens

    3.2 The Integra toolbar

    3.3 Fields in Integra

    3.4 Layout of the Integra screens

    4. Querying

    We take you through the various query options in Integra, including:

    4.1 Basic Querying

    4.2 Querying using the Wildcard

    4.3 Advanced Query options

    4.4 List view

    4.5 Opening and saving queries in Integra

    5. Attributes

    5.0 Querying with Attributes in Integra

    6. Table Windows

    6.0 Using tables in Integra

    7. Keyboard Shortcuts in Integra

    7.0 How to use keyboard shortcuts in Integra Show less
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