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Baton Rouge, LA 70809

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Published 07/06/2017

CyrTools-News for Control Users

Live Webinar Training to Meet Your Needs

At the New Employee Orientation, you can get new employees up to speed on using Control. Attend the CyrSkills Webinar Series to learn about various features in the system with our rotating topics. Don't forget, we also have Consulting Webinars which feature an open Q&A style - bring your questions!

New Employee Orientation

Offered the second week of every month

Ideal for new employees that need to learn how to use Control. The goal of this webinar series is to help them become proficient in using Control. This series is divided into two sessions and will be held on Tuesday and Thursday at 10am central of the second week of every month.

July 11th July 13th

Session 1: Navigation, Exploring
and User Options

Session 2:
Day to Day Use of Control

Learn how to:

Learn how to:

  • Log in to Control
  • Review home screen & navigation
  • Search for companies, estimates & orders
  • Use shortcuts throughout the system
  • Create activities using Activity Manager
  • Personalize Control with User Options
  • Add New Companies
  • Create New Estimates
  • Change Order Statuses and Stations
  • Enter Payments
  • Customize a Quick Product List
  • Set up personal print options
  • Register for Session 1

    Register for Session 2

    CyrSkills Webinar Series

    Offered the fourth week of every month

    Ideal for anyone in your business that is using Control. Look for a new topic each month. July's topic: Using Control Features for quicker estimating and order creation. Plus, collect more data with custom fields. This series is divided into two sessions and will be held on Tuesday and Thursday at 10am central of the fourth week of every month.

    July 25th July 27th

    During sessions 1 and 2 you will learn how to:

  • Use Estimate Variations to present multiple project options for a customer to consider
  • Copy line item information to/from Estimates and Orders
  • Create Recurring Orders, including automating the schedule for Order generation
  • Create customized User Defined Fields (UDFs) for companies, contacts, transactions and parts.
  • Register for Sessions 1 and 2

    Coming in August:
    We will discuss how to set up unique pricing plans, pricing levels and
    promotions for your customers.

    Consulting Webinars

    Offered every week on Tuesdays - Fridays at 1pm Central

    Ideal for anyone in your business that is using Control. It is the perfect opportunity to get your questions answered by a consultant. Don't have a specific question? Join the call to listen and learn from your fellow Control users.

    Join the Consulting Webinar: https://global.gotomeeting.com/join/483178877


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