This course has been designed for those of you who just want to find a contact's details such as where they live and what their phone number is. And while you're at it you want to know a bit about them so you look at what the other teams in your organisation have been recording against their record.

You see that they have been sent a few Appeal letters and have been to some Events that your organisation have been running.


Looking at their financial's you see they have been donating on a regular basis and have been giving extra to particular Appeals you have run so you want to arrange a visit so you can introduce yourself and thank them in person and let them know what your organisation has been doing with their donations.

You call them and book a Meeting and have that synchronise to your Outlook calendar and you also make some notes on their record so others in the organisation can keep abreast of what has been happening with this contact. You then follow up and send an Email or Letter to the contact and this gets recorded also.

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About the instructor

Trainer, Document Writer

Margaret Kamstra

I have been in the IT industry forever, starting out installing hardware and software solutions mainly to the legal sector.I have also been on many implementation teams installing hardware and software as well as training staff. After implementing systems I was a mentor on help/support desks and set up training departments and training material.I have been a trainer at thankQ Solutions for over 5 years and I love their product and people.They are always striving to be the best and I love that because that is what I try to do also.

Course Curriculum

  • 1

    Overview

  • 2

    Learning Objectives

  • 3

    Logging into thankQ

    • Getting Started

    • Getting Started Tutorial

    • Getting Started Quiz
  • 4

    thankQ User Interface

    • thankQ Interface

    • thankQ Interface Tutorial

    • Interface Quiz
  • 5

    Panels

    • Panels

    • Panel Tutorial

    • Panels Quiz
  • 6

    Locate and Navigate Contacts

    • Locate and Navigate

    • Navigation Tutorial

    • Navigation Quiz
  • 7

    Sticky Notes

    • Sticky Note

    • Sticky Tutorial
  • 8

    Edit a Contact Record

    • Edit a Field

    • Edit an Address

    • Edit Do Not Mail

    • Edit a Contact Tutorial

    • Edit Quiz Time
  • 9

    Relationships

    • Relationships

    • Relationship Tutorial

    • Relationships Quiz
  • 10

    Households

    • Households

    • Household Tutorial

    • Household Quiz
  • 11

    Profiles

    • Profiles

    • Profiles Tutorial

    • Profiles Quiz
  • 12

    Communications

    • Communications

    • Communications Tutorial

    • Communications Quiz

  • 13

    Actions

    • Actions

    • Actions Tutorial

    • Actions Quiz
  • 14

    Meetings

    • About Meetings

    • Create a Meeting

    • Invite other Contacts to the Meeting

    • Write Invitation Letters

    • Change Meeting Invitation Status

    • Meetings Tutorial
  • 15

    Searching

    • Searching

    • Searching Tutorial

    • Power Searches Overview

    • Run a Power Search
  • 16

    Reporting

    • Reports

    • Reports Tutorial

    • Predefined Reports
  • 17

    Forum

    • Discussion Time

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