Tigerpaw University

Course No. CLERF01 - Clerical Functions

What you will learn - and why

Students learn how to perform the administrative support functions including processing orders, activities, and workflow assignments. Emphasis is placed on mail-merge to Word and group processing functions.

This course helps the administrative support personnel understand the support functions and prepares the student to support daily processing requirements that are generated by other personnel.

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Lecture Titles - Class 1

• Understanding administrative support functions
• Creating an account, creating and filling orders
• Emailing an account
• Creating a letter in Word for an account
• Processing invoices
• Processing activities
• Responding to workflow assignments
• Creating mail-merged letters in Word
• Performing group emails, mail merge, and scheduling
• Batch entry of time logs
• Running reports

Assignment: Using the sample database, create a new account, create a quote, and process the order. Create an activity and then schedule the activity. Create a workflow assignment and then trigger the workflow so it displays on your screen. Perform a group email and mail-merge. Create a letter in Word using the single account mail-merge function. Enter batch time logs for existing service orders. Run a variety of reports.