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Workbooks System Administrator Training Course
Duration: 2 Days
Cost: £650
Upcoming Dates

| 24th - 25th April 2012 | Reading | Register |
| 10th - 11th May 2012 | Reading | Register |
| 22nd - 23rd May 2012 | Reading | Register |
| 14th - 15th June 2012 | Reading | Register |
| 12th - 13th July 2012 | Reading | Register |
| 24th - 25th July 2012 | Reading | Register |
| 9th - 10th August 2012 | Reading | Register |
The 'Workbooks System Administrator Training' course is invaluable in teaching you all the elements you need to know in order to set up and maintain your Workbooks system. This is an instructor-led classroom based course, delivered using a mixture of demonstrations and exercises for you to complete.
Course manuals will be provided.
Who should attend?
This course is designed for users who have the responsibility for setting up, configuring and maintaining your
reports to show the key metrics for your business.
What will I learn?
On completion of the course you will be able to:
- Set up your Users, giving them the correct access to the records and functionality relevant to their job role
- Customise the environment to make using Workbooks easy and ensure that all data important to you is captured
- Configure the system with the right financial framework to reflect your business
- Manage how emails are handled
- Format templates so that routine data is displayed consistently, including creating professional documentation that can be sent to your customers and prospects
- Import records to populate your database
- Prepare the system so it can accept leads and support cases directly from your website
- Understand how to integrate Workbooks with Google Apps
- Build reports to display your key business data
Prerequisities
You do not require any complex IT knowledge to take the 'Workbooks System Administrator' training course. Experience of working with databases and/or a reasonable understanding of an application like MS Excel would be helpful, along with a good overview of your organisation and what you intend to use Workbooks for.
Course Outline
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Introduction to Records |
Overview of the structure of Workbooks records including:
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User Environment Setup |
How to set up and manage your users:
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Customisation |
Configuring the look and feel of your database
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Setting up your Company |
Setting up and managing your Organisation
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Workbooks and Email |
Introduction to Dropbox and Workbooks Outlook Connector |
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Templates |
Creating templates to streamline and standardise data capture
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Setting up products, default prices and pricing schemes. |
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Importing |
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Introduction to Workbooks reporting
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Web Integration |
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Google Apps Integration |
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