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Welcome to Training for Version 4

Our online training tutorials are now on YouTube, and will assist you in making your event even more successful.  Each topic is concise and focused.  Within each playlist, the tutorials are designed to be watched sequentially, but you can skip ahead.

Click on the number below associated with the playlist you are interested in to go directly to that playlist on YouTube.
Subscribe to our channel so you're notified when new topics are added. Let us know what you think!


1 Getting Started with Version 4 - 16 sessions - 76 minutes

Introduction, Licensing, Help System, Navigation, Screen Modes, Project information, Starting a New Blank Project, Creating a new proect by transferring data from an Existing Project, and Opening a Project, Making a backup, Restoring a Backup, Setting Up a Cloud User Account and Logging into Cloud on a Pc or on a Mac.

7 Reports - 8 sessions - 35 minutes

Report overview, Report Types, Navigating report formatting screens, Filtering and Refining Reports, Grouping and Sorting the records in a report, Adding and Removing Details from a report, Saving and Retrieving reports, and printing reports.

8 Data Exchange - 8 sessions - 55 minutes

Data Exchange overview, Credit Card Sync, Electronic Bidding Overview, Electronic Bidding Setup, Electronic Bidding Export, Standard Import, and Merging Projects together.



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