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Prerequisite for this class is minimum 18 months experience with Point for Windows or must have previously attended a basic training class in Point for Windows from a certified Calyx instructor. |
For those clients that have been using POINT for Windows but want to take their knowledge to the next level, here is what you have been looking for. a day of in-depth training to include:
Class includes scheduled question and answer sessions.
- Correct Network Installation
- Data Folder Manager and Security upgrades in 4.4
- Discussion of available Interfaces to expeite processing
- Organizing your Data Internally
- Automated Underwriting Interface
- Import Templates
- Conversion Tool: Winpoint DOS to Windows; Other applications to POINT
- Export Templates: Access, Excel and Word
- Reports and how to create a report for any data in POINT
- POINT to Contact Managers such as ACT or Goldmine or Outlook
- Webcaster: The easiest way for any broker to have an Internet presence
- 4.2 version features such as Custom Screens, E-Mailing forms and complete files and how to use them effectively
Newly expanded class format - 6 hours of advanced training on POINT for Windows!
Advanced Performance Training
7924 Skylake Drive
Fort Worth, TX 79179-3041
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