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Core4
Resources
Training Videos
User's Manual
Spec Sheet
More than just a "How To",
our training videos give an in-depth look into the Core4 module page layouts, features, and functionality.
Training Videos
Get an in-depth look into the Core4 modules with our detailed training videos
Overview [2:44] • Features • Benefits Status Toolbar [10:57] • Setting Up the Status Toolbar • Using the Status Toolbar Preferences – User Settings [5:46] • Setting Up User Preferences Preferences – Global Settings [11:27] • Setting Up Global Preferences Contact Management [8:10] • Company and Individual Records • Overview for Related Tabs • Add, Edit, and Delete Information Activity Management [9:08] • Create, Track, and Manage Activity Items Groups and Campaigns [4:20] • Purpose and Overview • Add, Edit, Delete, and Manage Groups • Create Mass Mailing Campaigns Opportunities [5:08] • Purpose and Overview • Add, Edit, and Link Opportunities • More Info Tab • Related Activities Items [7:38] • Purpose and Overview • More Info and Related Tabs • Inventory Assembly Items Estimates [6:24] • Purpose and Overview • More Info Tab • Related Activities Orders [8:22] • Purpose and Overview • Add and Edit Orders • More Info Tab • Technician Appointments (iPad) Invoices and Payments [10:03] • Purpose and Overview • Add, Edit, and Link Invoices • Payments • Payments and More Info Tabs Credit Card Processing [6:01] • Purpose and Overview • Install/Register the FM Credit Card plug-in • Electronically Process Credit Cards • Manually Process Credit Cards Purchase Orders [7:52] • Purpose and Overview • Add and Edit POs • Receive Items/Receipts • More Info Tab Projects [8:40] • Purpose and Overview • Add and Edit Projects • Project Items • More Info Tab Timers [3:38] • Purpose and Overview • Add, Edit, and Link Timers • Explore Timer Views Documents [4:23] • Purpose and Overview • Check In and Check Out Process • More Info Tab Calendar [5:32] • Purpose and Overview • Month, Week, and Day Views • Events • Reminders Dashboard [5:55] • Purpose and Overview • Filter Options • List Views, Stage Bars, Class Bars, Category Bars • Individual and Company Goals Outlook Integration – Setup and Mail [10:14] • Install/Register the Outlook Manipulator • Sending Mail from Core4 to Outlook • Importing Mail from Outlook into Core4 Outlook Integration – Events [5:49] • Pull Events from Outlook into Core4 • Push Events from Core4 into Outlook Outlook Integration – Tasks [6:17] • Pull Tasks from Outlook into Core4 • Push Tasks from Core4 into Outlook Outlook Integration – Contacts [7:03] • Pull Contacts from Outlook into Core4 • Push Contacts from Core4 into Outlook QuickBooks Integration – Setup [8:14] • Install/Register the FM Books Connector • 2 Supporting Installers (QBXMLRP2 and MSXML) • Initial QuickBooks Connection • Data Transfer Matrix QuickBooks Integration – Pulling [9:59] • Import Wizard • Pull Lists (Accounts, Payment Methods, Terms, Shipping Methods, Customer Messages, Taxes and Classes) • Pull Items • Pull Contacts (Customers and Sales Reps) • Pull Invoices • Pull Payments QuickBooks Integration – Pushing and Viewing [6:24] • Push and View from Core4 to QuickBooks • Contacts • Items • Invoices and Payments Address Book Integration [7:22] • Install/Register the Address Book Manipulator • Setup User Preferences • Push and Pull Contacts iCal Integration [5:37] • Install/Register the iCal Manipulator • Setup User Preferences • Push and Pull Events & Tasks Initial Batch Import [3:07] • Initial Contacts Import into Core4
Company »Our Difference »Contact

Productive Computing, Inc.
950 Boardwalk #205,
San Marcos, CA 92078
☎ 760.510.1200
✉ sales@productivecomputing.com