Question 2.

Below you will find a list of different functions in Artifax. Please tick the areas that you would like to receive some training/support on:

Creating a new Entity and entering all the relevant contact details

Editing an Entity and linking Entities (linking individual and organisational Entities)

Creating and Editing an Arrangement

Using a template to create an Arrangement

Managing the Sales Process for specific Arrangement types

Creating and Editing Events in an Arrangement

Using a template to create an Event

Duplicating and sorting Events in an Arrangement

Changing your Calendar view (Graphical, List or Year View) and zoom level (e.g. day, week or month view)

Editing Events from the Calendar view

Setting up and using Calendar filters

Creating and Editing a Resource Booking

Sorting and duplicating Resource Bookings

Changing the Room and Resource Booking Finances on an Event

Invoicing, creating Credit Notes and adding Payments

Adding Ad Hoc Charges to the Arrangement

Using the Search screens to undertake useful Searches

Saving useful Searches

Exporting Search Results to Excel

Assigning an Ad Hoc Task

Assigning task definitions and task sets

Attaching Documents and emailing documents from Artifax

Printing useful reports

Using the Availability Calendar

Question 3.

Are you able to get the information you need out of Artifax through the onboard reports and by exporting data to Excel?

Yes

No