• 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

Professional Membership

• Association set-up & info

• Screen overview

• Searching for members

• Adding, editing & deleting members

• Email, fax, Word interface

• Dues set up

• Billing & payments

• Call backs

• Professional directory

• Review of utility options

Expo Management  

• 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

• 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

Beginning SAMS Report Writer

• 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

Advanced SAMS Report Writer

• 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