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Engagements

This guide walks through each screen in the Engagements menu of the CPD Training module: Event Management, In-House Training, International Training, Team Building, Calendar, Proposals, Quotations, Customers.

Event Management

Where to find itCPD Training → Engagements → Programmes → Event Management

Event Management in the CPD Training module.

How to use Event Management

  1. 1
    Open Event Management

    In the CPD Training module, open Engagements in the green navigation bar, then choose Event Management under Programmes.

  2. 2
    Review the list

    The list shows these columns: NUMBER, EVENT, CLIENT, EVENT TYPE, EVENT DATE, VENUE, ATTENDEES (CONFIRMED / REGISTERED), BUDGET → ACTUAL, CURRENT STEP, STATUS. Use the search box and filters at the top to narrow it, and click any row to open the record.

  3. 3
    Use the available actions

    Buttons available on this screen: New Event.

Full Event Management guide →

In-House Training

Where to find itCPD Training → Engagements → Programmes → In-House Training

In-House Training in the CPD Training module.

How to use In-House Training

  1. 1
    Open In-House Training

    In the CPD Training module, open Engagements in the green navigation bar, then choose In-House Training under Programmes.

  2. 2
    Review the list

    The list shows these columns: NUMBER, TRAINING, CLIENT, TRAINING FOR, DATES, TRAINING COST, REVENUE (CONFIRMED), CURRENT STEP, STATUS. Use the search box and filters at the top to narrow it, and click any row to open the record.

  3. 3
    Use the available actions

    Buttons available on this screen: New In-House Training.

Full In-House Training guide →

International Training

Where to find itCPD Training → Engagements → Programmes → International Training

International Training in the CPD Training module.

How to use International Training

  1. 1
    Open International Training

    In the CPD Training module, open Engagements in the green navigation bar, then choose International Training under Programmes.

  2. 2
    Review the list

    The list shows these columns: NUMBER, STUDY VISIT / PROGRAMME, CLIENT, DESTINATION, TRAVEL DATES, DELEGATES (CONFIRMED / REGISTERED), PROGRAMME COST, CURRENT STEP, STATUS. Use the search box and filters at the top to narrow it, and click any row to open the record.

  3. 3
    Use the available actions

    Buttons available on this screen: New International Programme.

Full International Training guide →

Team Building

Where to find itCPD Training → Engagements → Programmes → Team Building

Team Building in the CPD Training module.

How to use Team Building

  1. 1
    Open Team Building

    In the CPD Training module, open Engagements in the green navigation bar, then choose Team Building under Programmes.

  2. 2
    Review the list

    The list shows these columns: NUMBER, ACTIVITY / EVENT, CLIENT, DATE, VENUE, BUDGET, REVENUE (CONFIRMED), CURRENT STEP, STATUS. Use the search box and filters at the top to narrow it, and click any row to open the record.

  3. 3
    Use the available actions

    Buttons available on this screen: New Team Building.

Full Team Building guide →

Calendar

Where to find itCPD Training → Engagements → Programmes → Calendar

Calendar in the CPD Training module.

How to use Calendar

  1. 1
    Open Calendar

    In the CPD Training module, open Engagements in the green navigation bar, then choose Calendar under Programmes.

  2. 2
    Use the available actions

    Buttons available on this screen: Training Calendar, Month View.

Full Calendar guide →

Proposals

Where to find itCPD Training → Engagements → Sales → Proposals

Proposals in the CPD Training module.

How to use Proposals

  1. 1
    Open Proposals

    In the CPD Training module, open Engagements in the green navigation bar, then choose Proposals under Sales.

  2. 2
    Review the list

    The list shows these columns: PROPOSAL #, SUBJECT, TO, DATE, STATUS, AMOUNT. Use the search box and filters at the top to narrow it, and click any row to open the record.

  3. 3
    Use the available actions

    Buttons available on this screen: New Proposal.

Full Proposals guide →

Quotations

Where to find itCPD Training → Engagements → Sales → Quotations

Quotations in the CPD Training module.

How to use Quotations

  1. 1
    Open Quotations

    In the CPD Training module, open Engagements in the green navigation bar, then choose Quotations under Sales.

  2. 2
    Review the list

    The list shows these columns: QUOTATION #, CUSTOMER, DATE, EXPIRATION, STATUS, TOTAL AMOUNT, ACTIONS. Use the search box and filters at the top to narrow it, and click any row to open the record.

  3. 3
    Use the available actions

    Buttons available on this screen: New Quotation.

Full Quotations guide →

Customers

Where to find itCPD Training → Engagements → Clients → Customers

Customers in the CPD Training module.

How to use Customers

  1. 1
    Open Customers

    In the CPD Training module, open Engagements in the green navigation bar, then choose Customers under Clients.

  2. 2
    Review the list

    The list shows these columns: CODE, CUSTOMER NAME, LEGAL NAME, CURRENCY, CREDIT LIMIT, ACTIVE. Use the search box and filters at the top to narrow it, and click any row to open the record.

  3. 3
    Use the available actions

    Buttons available on this screen: New Customer.

Full Customers guide →

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