Lesson 4: Organizing Data

The following video covers the items below –

Organizing Data

Understand how data is organized in TrackerRMS
Find Candidates and/or Contacts
Using Navigation History
Creating and working with Saved Lists and/or Groups
Creating and working with Saved/Automated Searches
Merging Duplicate Records
Performing “Batch” Record Updates
Deleting/Undeleting Records
Making Records “Inactive”

Leave A Comment?