Coastal Software & Consulting, Inc. ~ Clientele Education Services

Overview

Accounting Classes

Clientele Classes

Coastal Software Customer Services

Clientele Education: Clientele Customer Support

The course is designed for a system administrator, a programmer who will be using Clientele Basic or a similarly key Clientele user. Students will learn how to use and train others on Clientele. They will learn how to set up and administer Clientele, including tips on configuring your system for the most efficient and effective operation. Students will review performance issues and will also learn how to use Microsoft Access to create informative, professional looking reports.

All Clientele classes assume that students have a solid knowledge of Windows NT and 95, and a basic understanding of relational databases. Before attending Clientele training you:

Should know how to copy, rename, and delete files in Windows. You must be comfortable with subdirectories and the AUTOEXEC.BAT, .INI, and CONFIG.SYS files.
Should know what a relational database is and be familiar with general database terms.
Should understand how your company plans to use Clientele.
Must have a basic knowledge of Microsoft Access for database maintenance, reporting, queries, and importing.

Course Topics

Getting Started and Basic Navigation
Using Reports
Using the Answerbook
Using Products
Using RMAs
Using Calls
Using Service Agreements
System Options and Security
Setting Up
Managing AnswerBooks
Managing Form Letters
Managing Reports Managing Duplicates
Parts List
Using Products
Managing RMAs
Support Calls
Clientele Microsoft Access
Managing Forms
Controls
Menus
Folder Items
Working with Conductor

Course Length
4 days. Class begins at 9:00am (8:30am in Oregon) and runs until 5:00pm (4:30pm in Oregon) for all four days. Actual times may vary depending on the progress of individual classes through the material.

Class Size
Class size is limited to 12; a minimum of 5 students is required for the class to be held.

You must register to attend this class - please contact us to request enrollment. (e-mail: Click here)

NOTE: This is not a guarantee that you have a seat in this class. This is a "request for enrollment" only. You are not registered until you receive a confirmation fax or e-mail.