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Member Records Training

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

Event Details

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!

 

For More Information:

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

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.