Reynolds and Reynolds
Support
Free Webinars

Topic Description Date/Time Resources
Dynamic Reporting – Parts
Parts
US/Canada
Keep better tabs on your lost sales by creating a Dynamic Report that tracks lost sales by counterperson. This webinar covers creating a new Dynamic Report, determining criteria for the report, adding a user-defined field to the report, and scheduling and exporting the report as a .csv file. July 7, 2016:
11:00 am ET
(approx. 30 minutes)

July 18, 2016:
3:30 pm ET
(approx. 30 minutes)
ERA Quarterly Schedule July 7, 2016: Register July 18, 2016: Register
ERA-IGNITE Parts Keyboarding and Shortcuts
Parts
US/Canada
Learn about helpful hints and shortcuts to make working in the Parts screens more efficient. Topics include: setting up the Parts Main Page to match your daily routine, creating shortcuts and navigation tools to minimize keystrokes and clicks, identifying existing shortcuts in the system, and customizing and saving report criteria. Wednesday, June 29, 2016:
3:30 pm ET
(approx. 30 minutes)

ERA Quarterly Schedule June 29, 2016: Register
ERA-IGNITE: 4 Steps to a Cleaner Name File
Business Office, System Admin
US/Canada
Keep your name file under control with regular maintenance, helping you identify and combine duplicate records. Topics covered include: identifying duplicate records, selecting duplicate records to be combined, reviewing and combining records, and scheduling the combination process to run. July 18, 2016:
3:30 pm ET
(approx. 30 minutes)

July 29, 2016:
11:00 am ET
(approx. 30 minutes)

ERA Quarterly Schedule
July 18, 2016: Register July 29, 2016: Register
Hosted Web Application: Dashboard
Sales
US/Canada
The dashboard has undergone a transformation! Attend this webinar to learn more about: an overview of the new Dashboard application features, how to set up and customize multiple Dashboard tabs, how to configure your new Favorite Reports module, and how to manage the new user permissions for Dashboards. July 19, 2016:
3:30 pm ET
(approx. 30 minutes)

July 27, 2016:
11:00 am ET
(approx. 30 minutes)

ERA Quarterly Schedule July 19, 2016: Register July 27, 2016: Register
Contact Management: Merging Prospects in Contact Management
Sales
US
Make sure your prospect records are organized and under the correct salespeople. In this webinar for ERA users of Contact Management, learn how to identify and merge duplicate prospects, recognize which prospect is the primary prospect, and retain pertinent information while discarding duplicate information. July 11, 2016:
11:00 am ET
(approx. 30 minutes)

July 21, 2016:
3:30 pm ET
(approx. 30 minutes)

ERA Quarterly Schedule July 11, 2016: Register July 21, 2016: Register
New dates will be added as they become available. Please check back often for an updated list.