Note: If you wish to purchase this course and require an Australian tax invoice to pay rather than use a credit card, please contact [email protected] 

Essentials is a very in depth course which has been designed to get you acquainted with various functions of thankQ so you can navigate your way around the different modules and be able to manage your contacts efficiently.

This course is designed for those who will be dealing with contacts on a daily basis.

Learn how to record information such as extra addresses, what mailings they do or do not wish to receive.

You will find out how easily it is to search for certain information about your contacts so you can better target your mailings.

Does your database have related contacts that live in the same household and only want to receive one mailing?

Is there anything about your contacts that you need to capture such as dietary requirements, donor rating etc?

Set yourself some tasks/reminders and get them to prompt you when they are due, or better still synchronise them to Outlook and have Outlook prompt you.

Learn how to record notes, letters and emails as well as attach files against the contacts record. On occasions you may be required to reprint receipts, you will find out how.

There are times you may want to Group your contacts to be able to find them quickly to either mail or report on.

Load contacts into mailings and log these. And of course you will want to report on the contacts in your database.

Praise for this course:

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

    • Learning Objectives

    • Getting Started

    • Getting Started Video

    • Quiz - Get Started

    • thankQ Interface

    • thankQ Interface Video

    • Practice Getting Started

    • Quiz - TQ Interface
  • 2

    Panels

    • Panels

    • Panels Video

    • Practice Panels

    • Quiz - Panels
  • 3

    Contacts

    • Add Contacts

    • Add Contacts Tutorial

    • Practice Adding Contacts

    • Locate and Navigate

    • Locate and Navigate Video

    • Practice Locating and Navigating

    • Edit a Contact

    • Edit a Contact Video

    • Practice Editing a Contact

    • Quiz - Contacts

    • Change Contact Type

    • Confidential Contact Records
  • 4

    Relationships and Households

    • Relationships

    • Relationship Tutorial

    • Households

    • Households Tutorial

    • Practice Relationships and Households

    • Quiz - Relationships and Households
  • 5

    Profiles

    • Profiles

    • Profile Tutorial

    • Profile Highlights

    • Profile Highlight Tutorial

    • Practice Profiles

    • Quiz - Profiles
  • 6

    Additional Addresses and Mailing Preferences

    • Additional Addresses

    • Additional Addresses Tutorial

    • Practice - Additional Addresses

    • Mailing Preferences

    • Mailing Preferences Video

    • Practice Mailing Preferences

    • Quiz - Addresses and Preferences
  • 7

    Groups

    • Groups

    • Groups Tutorial

    • Group Management Tutorial

    • Practice Groups

    • Quiz - Groups
  • 8

    Actions

    • Actions

    • Action Tutorial

    • Practice Actions

    • Quiz - Actions
  • 9

    Notes and Communications

    • Notes

    • Sticky Notes

    • Sticky Notes Video

    • Communications

    • Communications Video

    • Practice Stickys and Communication

    • Quiz - Communications

    • Locate Communications
  • 10

    Search Methods

    • Search Methods

    • Search Methods Video

    • Practice Searching

    • Quiz - Searching
  • 11

    Mailing

    • Mail Manager

    • Mail Manager Video

    • Extra Mail Manager Features Tutorial

    • Applied Field Rules

    • Practice Mailing

    • Quiz - Mailing
  • 12

    Reports

    • Reports

    • Reports Tutorial

    • Predefined Reports

    • Quiz - Reports
  • 13

    Media

    • Media on a Contact

    • Media Tutorial
  • 14

    Meetings

    • Meetings
  • 15

    Singapore Contacts

    • Create Contact using IC numbers

    • Create Contact with IC Tutorial

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