New to your association? Wondering how to get the most out of your new purple AMS? Whether you are a new employee needing an introductory course on the ins and outs of MatrixMaxx or need a refresher course, this free training session is for you!
During this 60-minute training, Janna Marks, MatrixMaxx Product Specialist, will offer you a tutorial on the basic functionalities of MatrixMaxx. Janna will introduce you to the different modules, as well as show you how to:
- Learn the fastest paths through the staff intranet
- Know the basics of each module
- Conduct basic searches of organizations and individual records
- Create and edit individual and organization records
- Search for an invoice and process a payment
- Search for people who owe the association money
- Create a meeting registration
- Create a store order
- Resend an email confirmation
- Run basic reports in each module
- Export records
- And much more!
Sign up, gather a bunch of people in the same conference room and train a whole team!