9/22/2020 at 10:00 AM CT
This standalone course educates learners on all the core concepts of managing constituent data utilizing the CRM360 screen within Personify. We will tie objectives to specific areas of constituent management such as identifying the types of constituents, single sign-on authentication, updating and maintaining contact information, constituent demographics, education/license information, and relationship data for a constituent record.
9/22/2020 at 1:00 PM CT
Any group of constituents in Personify is considered a “Committee.” Learn how committees can be created, used, and managed within Personify. During this session, you will learn whom to manage the group as a whole and the involvement of each member. We will also discuss how to work with your committees as customers, as well as give you access to rosters and additional committee management tools.
9/22/2020 at 3:00 PM CT
Personify has a web component where members can log in and access their profile. This online application is called MyAOA. Trainees will learn how to assist users with web access, update profiles & Find a Doctor tool. A key objective from this course is understanding the importance of a unique primary email address and knowing what changes members can make from the website.