Logging in, finding and updating clients
The video below is part of the “I’m new here!” Profiler training that is designed to help new users navigate...
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Creating a Payment and Issuing a Receipt
This continues in the “I’m New Here” series designed for the day-to-day operational basic training of the Profiler system. This... -
Mailing Lists and Mail Outs
This video continues in the I’m New Here series for basic training of common tasks in Profiler. This looks at... -
RAPID Basic Training
This video runs you through RAPID integration – which will help you match existing clients, or create new clients for...