• Session 01: Login Screen and Calendar Screen: displays how to log in and an overview of the calendar screen
• Session 02: Add a Contract: how to add a contract record, tasks, documents, and e-mail alerts.
• Session 03: Add a Custom User-Defined Fields: how to add custom user-defined fields to the contract screen (and vendor or employee screens). Custom Fields support text boxes, multi-line text boxes, currency/money, dates, integer/number, decimal, and drop down box fields. Each field includes a field label, help text, required indicator, and is fully searchable (and reportable). Fields can be assigned to all contract types or individual contract types.
• Session 04: Quick Search (text search) & Custom Search: how to quickly search contracts using a text search; and how to create a custom search with multiple criteria, sorting, saving, exporting, and e-mailing searches.
• Session 05: Administration: Add Department: how to add a new department to the department list for tracking contracts for a new department.
• Session 06: Administration: Add Employee/User: how to add a new employee (user) to the system and set thier permissions.
• Session 07: Manage Your Dashboards: how to add a flexible user-definable dashboard and management view.
• Session 08: Add a Filterable Field to a Display List: how to add a new field (column) to an existing display list (grid) with sorting and filtering.
• Session 09: Manage and Assign Fields By Contract Type: how to manage and assign fields by contract type (administrator session).

For additional help, contact us.

Contact Information:
E-mail: info@cobblestonesystems.com