Join us as members from our Implementation and Customer Success team meet every Wednesday (2:30-3:30pm EST) & Thursday (1-2pm EST) for our weekly webinars.
Every client is eligible to sign up for training webinars. There is no limit to how many you can attend, or how many people from your office can join.
Missed a session? No problem. Click the registration link to re-watch any webinars that have already been recorded.
June Training Webinars:
TOPS [ONE] Setting Up a New Community
Lesson 1: Using the Community Setup Wizard
Wednesday, June 5th @ 2:30PM EST
Join our TOPS veteran, Eve Dubose, in her 4 part series on setting up a new community in TOPS [ONE]. For the first part, she will be going over the Community Setup wizard. The wizard is a simple tool that will walk you through laying out the foundation for your new community.
In the last Office Hours session, Custom Fields: Best Practices, our Customer Success team went over how and where to use Custom Fields. This week, they will go over how to create Custom Portfolio reports using custom fields. Custom reports can be used to create a report on most information found on the owner's page (including renters, and previous owners), and the property page.
Lesson 2: Adding & Editing your Accounts Receivable Codes
Wednesday, June 12th @ 2:30PM EST
Part two! Eve is continuing her 4 part series on setting up a new community. Before charges or collections can be run, before payments from owners can be received, the AR codes must be set up. This session will go over how to add, set up, and edit your accounts receivable codes. Once that's done, you can start collecting some money!
Part 3 of the 4 part series for "Setting Up a New Community" will go over the management codes in TOPS [ONE]. Management codes are used for CCR's and Work Orders. This webinar will go over how to add, edit, and manage the codes, and the action table for your community.
On the 4th and final part of her webinar series, Eve will go over adding vendors and banks into your system. Adding AP Vendors is necessary if bills want to be tracked in [ONE]. She will also go over how to add additional banks.