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‘Net Classes: Featured Sessions of the Month

Article Highlights:

  • February Featured Session 'Net Classes for ERA® and ERA-IGNITE.
  • Learn more about using Contact Management and Dynamic Reporting.

Training can help bring new employees on board faster, and help long-serving employees find new ways to increase their productivity. Featured Sessions of the Month are hands-on, interactive live ‘Net Classes with experienced instructors online to help employees become more familiar with their systems.

Contact Management for Administrators ‘Net Classes
This two-part ‘Net Class covers the ins and outs of working with visibility, permissions, users, and roles.

CMA101: User Security

Learn how to:

  • Set up User Visibility Groups.
  • Create Roles.
  • Create a User Record.

Cost: $120 for each PC logged into the session
When: February 7, 2019 – 11:00 a.m. – 12:30 p.m. ET    Register

CMA102: User Maintenance

Learn how to:

  • Reassign clients.
  • Inactivate and reactivate Users.
  • Compare security records.
  • Process edits to User Records in a batch.

Cost: $120 for each PC logged into the session
When: February 7, 2019 – 3:30 p.m. – 5:00 p.m. ET     Register

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Contact Management Sales Basics ‘Net Class Series
This course covers a variety of topics in Contact Management as it relates to Sales. You can attend all four 90-minute sessions, or just those that apply to you most:

CMS101: Introduction to Contact Management

This session can help you:

  • Navigate Contact Management using common system elements.
  • Customize the Toolbar.
  • Search for client and prospect records.
  • Find client information easily.

Cost: $120 for each PC logged into the session
When: February 12, 2019 – 11:00 am ET    Register

CMS102: Client Management

This session can help you:

  • Add a prospect record to an existing client.
  • Add a new client and prospect record in Contact Management.
  • Add desired vehicles and trade-in vehicles to prospect records.
  • Start a deal for your prospects.

Cost: $120 for each PC logged into the session
When: February 12, 2019 – 3:30 pm ET    Register

CMS103: Desk and Activity Management

This session can help you:

  • Use the Daily Work Plan to manage activities.
  • Manage appointments in the Contact Management Calendar.
  • Send, receive and review emails and texts using the Messages screen.

Cost: $120 for each PC logged into the session
When:  February 13, 2019 – 11:00 am ET    Register

CMS104: Vehicle Inventory

This session can help you:

  • Search for in-stock and owned vehicles.
  • Review the Vehicle Summary.
  • Create a Vehicle Comparison.
  • Review a Vehicle Profile.

Cost: $120 for each PC logged into the session
When: February 13, 2019 – 3:30 pm ET    Register

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ERA® Dynamic Reporting ‘Net Classes
This two-part ‘Net Class covers advanced usage of Dynamic Reporting. Each session is 90 minutes long.

DYR101: Building Custom Dynamic Reporting Reports

How often do you find yourself looking for information that isn’t in your standard ERA reports? How much time do you spend requesting the same custom reports over and over every day/week/month? Learn how to use ERA Dynamic Reporting to create and export customized reports that contain the data you need, even with data from multiple stores or branches on a single report.

This Featured Session can help you:

  • Search for existing Dynamic Reports.
  • Import Criteria and settings from an existing report.
  • Create a new Dynamic Report from scratch.
  • Define report criteria.
  • Define report output.

Cost: $120 for each PC logged into the session
When: February 22, 2019 – 11:00 a.m. – 12:30 p.m. ET  Register

DYR102: Advanced Dynamic Reporting Settings and Security

Discover how to build your own custom fields, how to grant secure access to your custom reports, and schedule reports to run using ERA Dynamic Reporting.

This Featured Session can help you:

  • Create User Defined Fields (UDFs).
  • Display Multi-Valued fields on reports.
  • Schedule Dynamic Reports to process.
  • Grant access to a Dynamic Report.
  • Export a Dynamic Report.
  • Define Dynamic Reporting settings.

Cost: $120 for each PC logged into the session
When: February 22, 2019 – 3:30 p.m. – 5:00 p.m. ET  Register

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