Customer Training Webinars

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Customer Training Webinar + Q&A

Part 2 of our 4 part admin series is designed to help you shape how your system works day to day.

In this session, you’ll cover building and managing templates across fee estimators, invoices and credit notes, alongside using workflow automation to reduce manual tasks.

We’ll also look at setting up notifications and thresholds, tailoring pages and dropdowns, and managing holidays so everything runs as expected.

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What you'll learn

How to create and manage templates, including fee estimators, invoices, and credit notes

How to use project automation to streamline processes and reduce manual effort

How to configure notifications and thresholds to stay in control of project activity

How to customise pages and dropdown list options to suit your organisation’s needs

How to manage public holidays and ensure accurate scheduling across projects

and much more (with a bonus Q&A!)

Speakers

Max Stothard

Senior Consultant, CMap

Customer Training Webinars | Workflow Admin

Customer Training Webinar + Q&A

What you'll learn