TRAINING Lesson #2 - Contacts

Goals:

• Add in an organization with one location.
• Add in an organization with multiple locations.
• To associate a person to an organization.
• To add a person to the database.
• To update information, as needed.

Watch: (10 minutes total time)

Adding and Editing Organizations

Adding and Editing Offices

Adding People

Adding People 2

Read:

Adding Organizations

Adding People to an Office

Associating People to an Organization

Do:

Assignment #1: Go to the people tab and add an old customer to the database.

Assignment #2: Go to the organization tab and add in a local business and associate at least one person who works there.

Assignment #3: Search for the organization you just entered and add someone else who works there.

Assignment #4: Think of a business that has multiple locations, such a local fast food restaurant. Add it in as an organization with multiple locations.

Previous: Lesson #1 - How Training Works    

Next: Lesson #3 - Entering Jobs

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