WORKetc Instructional Videos

Version 2.6 (Beta) Videos

Contacts Directory	- Directory screen overview - Finding and filtering contacts - Tagging contacts - Bookmarking contacts

Creating Customer Contacts	- Creating new customer contacts - Creating/subscring e-mail campaign lists - Granting customers access

Working with a contact	- Using the contact viewer - Creating new comments/entries against a contact

Contact Activity History	- Effectively browsing and searching through a contact's history

Company Contacts	- Editing company contacts

Managing Company Permissions	- Changing customer login/permissions for your customer area - Customizing the customer area welcome message - Managing contact tags - Defining custom contact fields

Version 2.5 Videos

Getting Started (Part I)	- Logging in - User interface/navigation overview -Creating your first contact - Creating a sale lead profile

Getting Started (Part II)	- Creating your first project - Creating your first invoice

Sales Leads	- Creating a sale lead profile - Managing Leads

Creating Projects	- Creating projects - Managing projects

Business Settings	- Configuring your global business preferences

Creating Invoices (from Lead)	- How to creating an invoice

Editing Contacts/Employees	- Editing contacts and employee settings

Contacts Directory	- Working with the Contacts Directory