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Virtual Compliance Training: Data Assembly in CenTrax NEXT

April 12 @ 10:00 am - 1:00 pm CDT

|Recurring Event (See all)

An event every 2 months that begins at 10:00 am on day Second of the month, repeating until December 30, 2022

This introductory three-part series is designed for new users of the CenTrax NEXT Platform. Much of the training will involve hands-on navigation through the platform, so attendees should have access to the software prior to training.

Day 1 will focus on Data Assembly in CenTrax NEXT; specifically:

* CenTrax NEXT learning resources
* Choosing the desired institution and file
* File Manager-creating, selecting institution and file, copying files
* Settings-creating, setting up and editing lookup information, Accounts, Product types, and Branches.
* Settings-Creating & Using User Defined Fields
* Data Pro-creating/maintaining import layouts + all additional tools (CASS certify, Geocode, ReplacePro, DeletePro, Automation Manager, Results)

CLICK HERE TO REGISTER

Details

Date:
April 12
Time:
10:00 am - 1:00 pm
CDT
Event Category:
Event Tags:
https://gomarquis.zoom.us/meeting/register/tZAkcO6oqzgtEt3D0L2RGXF3q2GyTngXyMh8

Venue

Zoom

Organizer

Marquis Learning and Development
Phone:
800-365-4274
Email:
learning@gomarquis.com

Other

Product
CenTrax NEXT