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Course Description
Provides hands on training with edit sets, view sets, creating
complex call groups, and working with contacts. This workshop covers
subjects in much greater detail than time normally allows in the
standard class as well as lab work. The student may bring a HAF file
of their database to the class. This allows the student to implement
newly learned techniques in their own production database
environment. Time will be allocated on individual questions allowing
the students to focus on problems or ideas they are currently
experiencing.
These
workshops are for existing HEAT customers who have attended
the 5-day HEAT Administrator Class or who have been working
with HEAT for an extended period of time. The student will
gain the knowledge to maximize the efficiency of their help desk,
and to take their current HEAT database to the next level of
performance.
We encourage you to visit our web site at
www.creekpointe.com
to view info
on our other offerings, and view some of the comments class
participants have given about our training.
Advanced HEAT Admin is a concept-oriented class in a workshop-type
setting that focuses on taking a current HEAT administrator to the
next level. This class stresses the art of combining several HEAT
features to achieve a more efficient, user-friendly HEAT database.
Some of the topics covered in the class are:
Autotasks – Learn to build advanced autotasks. Functions and
calculations are among the topics covered. Begin learning to master
this typically highly-underutilized feature of Call Logging.
Command Buttons – Learn to use command buttons to run autotasks
and reports from a button on your HEAT forms.
Validation Constraints – Cascading and Cross-Table validation
constraints are explained. Validation constraints are an easy way to
make your database more efficient, helping your HEAT users log calls
more quickly.
Views – Views and viewsets can be used to make your HEAT system
appear vastly different to various groups of users, and are explored
in detail.
Lab Time – A half-day is allotted for students to bring their
haf file to class and ask questions about their database.
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