Training

Training for your staff is provided via a remote connection and is an absolutely critical part of realizing the benefits you will receive from Semarca Association Management Software (SAMS). We will use your data during the training. Your staff will have ample opportunity to ask questions related to your specific organization and needs. We only ask that your staff be able to fully devote all of their attention to the training program with no interruptions while class is in session.  Sessions are conducted via an internet connection and conference call which saves travel time and money for your organizaiton!

Training courses are provided per each SAMS Module.  They can span complete full days, or preferably presented in one hour formats daily for a week or more.  Please contact us for an estimate of time and cost for the modules you would like to cover in your sessions.  Access instructions for the Internet connection and conference call will be emailed a few days prior to the start of the session(s).

 Trade Membership:                                    Professional Membership:   

	Association set-up & info
	Screen overview
	Searching for individuals
	Adding, editing & deleting individuals
	Searching for members
	Adding, editing & deleting members
	Master/multiple relationships
	Dues set up
	Billing & payments
	Email, fax & Word interface
	Call backs
	Buyers guide
	Review of utility options

	Association set-up & info
	Screen overview
	Searching for members
	Adding, editing & deleting members
	Searching for members
	Adding, editing & deleting members
	Dues set up
	Billing & payments
	Email, fax & Word interface
	Call backs
	Professional directory
	Review of utility options

 
Meeting Management:                               Expo Management:   

	Screen overview
	Choose & create a meeting
	Creating events
	Establishing fees & groups
	Registering attendees
	Payments
	Confirmation - email, fax or mail
	Badges
	Dates
	Closing a meeting
	Review of utility options

	Screen overview
	Choose & set up Expo
	Creating booths
	Creating floor plan
	Exhibitor types
	Assigning booths
	Tracking dates
	Assigning products
	Registering booth staff
	Creating exhibitor directory
	Assigning points
	Sponsorships
	Review of utility options

SAMS Report Writer (Beginner):                SAMS Report Writer (Advanced):   

	Getting started
	Data Pipeline/Query Wizard
	Report Design Wizard
	Mastering speed buttons and Report Design
	Grouping data
	Report enhancements
	Calculations and form letters
	Establishing selection criteria
	Basic formulas
	Toolbar glossary
	Organizing reports in a folder

	RAP calculations and mailing labels
	Concatenated fields
	Cross tab reports
	Using variables
	Running totals
	AutoSearch fields
	Selecting multiple tables
	Linking multiple data pipelines
	Inserting sub-reports
	Printing options
	Exporting to file options