Central Repository of links to resources that will assist you in mastering Control.

Create a Wiki listing with video or step-by-step training on specific tasks which users can key word search for by topic.


New Employee Orientation

Who is it for? New employees that need to learn how to use Control - the goal of this webinar series is to help them become proficient in using Control. This webinar series is divided into two sessions:

  • Session 1: Navigation, Exploring and User Options

(Learn how to: Log in to Control, Review home screen & navigation, Search for companies, estimates and orders, Use shortcuts throughout the system, Create activities using Activity Manager and Personalize Control with User Options.)

  • Session 2: Day to Day Use of Control

(Learn how to: Add New Companies, Create New Estimates, Change Order Statuses and Stations, Enter Payments, Customize a Quick Product List and Set up personal print options)

When are these webinars? Second week of every month.

  • Session 1: Tuesday at 10:00am central
  • Session 2: Thursday at 10:00am central

Register for Session 1

Register for Session 2

CyrSkills Webinar Series

Who is it for? Ideal for anyone in your business that is using Control. A different topic will be covered each month. June's topic: Use Queries & Macros to Automate and Improve Estimate Follow Up. This webinar series is divided into two sessions:

  • Session 1: Query Overview

(Learn how to: Create and test two Estimate Queries)

  • Session 2: Macro Overview

(Learn how to: Set up two Estimate Macros to automatically create a Customer Email, Salesperson Calendar Event and Management Report. These macros will use the Estimate queries reviewed in Session 1)

When are these webinars? Fourth week of every month.

  • Session 1: Tuesday at 10:00am central
  • Session 2: Thursday at 10:00am central

Register for Session 1 and 2

Consulting Q& A Webinars

Who is for? Anyone using Control looking for a way to get small questions about pricing and other training answered.

When are these webinars? Tuesday - Friday at 1:00 PM Central

Log in here: https://global.gotomeeting.com/join/483178877

Getting Live Webinar

Who is it for? This is for those companies that are preparing to go live, or looking to turn on features they're not already using.This is great for all basic questions they might have. Advanced questions are best handled in the Consulting Services webinar.

Log in here: https://global.gotomeeting.com/join/378620253

Employee Training - Link to all available lessons

These are some basic functionality lessons suggested for all new hires

Contributor: WEldredge, Cyrious

Date: 03/05/2011

Version: Control 4._

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