Group Training: Member Records

Learn the basics of managing records in the backend of Novi.


Monday, November 18, 2024
2:00 PM - 3:00 PM (EST)
Zoom Meeting
Category: Member Records Training

This is a Novi 101 course on the basics of managing member records as an admin, including: 

  • understanding membership statuses and terminology
  • navigating your records database
  • creating a company record
  • creating a person record 
  • customization and settings for records

Please Note: 

  • Registration is required - click the Register Now button to RSVP and receive the zoom link to attend.
  • Group training sessions may be canceled and/or rescheduled due to low registrations. Please be sure to register via the link above.
  • Cameras help create a more lively atmosphere—if you’re comfortable, we’d love to see you!

 

Please note that all Novi Group Trainings are listed in Eastern Time.

Can't attend the live training? Watch the recording from a previous training here.

For More Information:

Reach out to us on Intercom.
help@noviams.com