Activities and Reports (2 hours)
- Assumed knowledge: Introduction to CiviCRM - Contacts, Groups, and Search
- Different kinds of activities that can be recorded in CiviCRM: phone calls, emails, SMS messages, meetings
- Scheduling activities for the future and finding them again
- Recording and reporting on time spent
- Importing activities
- Reports included in CiviCRM, and how to create custom reports
This training session is best suited to new CiviCRM users, and managers who need to report on activities and time spent. A maximum of 5 attendees will participate in this training session, ensuring there is enough time to answer attendee questions.
Training is delivered via the Internet. The instructor will demonstrate the skills to be learned, and help attendees work through exercises. Each attendee will need a PC or Mac with a voice headset or phone to watch streamed video, interact with the instructor, and complete exercises during the training session.
All CiviCRM Remote Training courses are delivered using Agileware's training CiviCRM installation, which contains example data only. This allows attendees to complete exercises during the training session, without affecting the data in their own CiviCRM installation.
Training slides including exercises will be provided to attendees in PDF format. The training slides are a useful reference.
Cost for this training session is $50 ex GST per attendee. You will be invoiced via email after you register online. Payment must be made before training date for your registration to be confirmed.
