Client Relations News
Score BIG and register NOW for the 2016 MBTC!
by JoEllen Maras, Creative Services Assistant
September is just around the corner and you don’t want to miss out on this year’s conference! Full details and our registration form can be found on the MBTC website.
Advance your MACC playbook when you sign up for paid training!
We are again offering all-inclusive paid training on Day 1 and Day 3 of the conference. Take as many paid training classes you’d like for only $139…that’s an $800 value! Here is a play-by-play of what’s available:
Contract Management is a valuable feature used to track contract and agreement information on accounts. You will learn how to create, print, and track contracts for new and existing customers. You’ll also be able to edit your customizable contract verbiage, attach an electronic signature, and be alerted when a contract account is about to be disconnected.
Financial Report – New Format:
During this session we will demonstrate how to set up and maintain your financial reports including income statement, balance sheet, and consolidated report formats using the Financial Wizard. If you are responsible for these reports, you don’t want to miss this valuable information!
Coach the Coach:
If you are an office manager, team leader, administrator or anyone interested in process improvements and efficiencies, this session is for you! This session will focus on what you need to know to make your office’s Customer Master team work as efficiently as possible. We’ll talk about the many options available in Customer Master to streamline your processes.
So many companies use the AM/CM interface now – and we’ve learned many valuable tips. We’ll review some useful ideas for effective use of the AM/CM interface during this session.
Scheduler for Service Orders and Trouble Tickets:
The Scheduler is quickly becoming one of the most popular tools available in Customer Master. During this presentation, you’ll be trained on how to schedule appointments for both Service Orders and Trouble Tickets. We’ll also discuss how this information flows to MACC Mobile.
Everyday Balancing of Inventory:
Balancing is such an important step in managing your Accounting Master Inventory. During this session, we will train you on the best methods to balance your inventory on a regular basis so you can feel confident with your current inventory data.
Budgeting in Accounting Master:
During this session we will take an in-depth look at various functionalities and reporting features of the budget module. You’ll learn how departments and budget categories can be incorporated for more extensive tracking. We’ll also discuss tracking budget at the suffix level. A review of budget reports is also included in this session.
Space is limited – so register early!
Paid training can be registered for at the same time you register for the conference OR you can register separately by following this link. Don’t forget…take full advantage of this great deal and sign-up for as MANY classes as you’d like. Feel free to add classes to your registration at any time leading up to the conference by simply using the Paid Training registration form found here.
In addition to paid training, we have a full schedule of complimentary training and informative breakout sessions to keep you busy each day. A full schedule and complete course descriptions are available here.
Don’t forget to pack your favorite team wear, as it’s never all work and no play at the MBTC! Come ready to network with your peers, enjoy great food and a little bit of MAGIC!
Questions? Please contact JoEllen Maras or Kristi Rounds. We look forward to seeing you in September!