• Getting Started
  Familiarize yourself with the desktop
  Resize and arrange views
  Schedule meetings and contact management
• Working with Data
  Learn how to add and edit data
  Use detail forms and special field types
  Relate item using connection fields

• Working with Views
  Learn about different view types
  Resize and arrange columns
  Update data in grid views
• Searching and Sorting
  Find data with global search
  Design filters for custom data queries
  Customize views with sorting

• Setting up a Workgroup
  Adding Users
  Configuring synchronization settings
  Enrolling clients
• Workgroup Maintenance
  Server backups
  Troubleshooting synchronization
  Performance enhancements

• Selective synchronization
  Database design for security
  Data distribution
  Category permissions
  Enrolling clients with selective permissions
  
• User Maintenance
  Setting up new users
  Basic territory realignment
  Team-based configuration
  

• Introduction to Agents
  Timers and automated backups
  Creating toolbar buttons and hotkeys
  
• Modifying data
  Setting field values and connections
  Performing repetitive tasks (loops)
  
• Advanced topics
  Troubleshooting and testing agents
  Optimizing performance with VB Script
  

• Multiviews
  Optimize your desktop
  Reduce clutter on your desktop and viewbar
  Create basic and advanced multiviews
  
• Advanced Multiview Features
  Display multiple views in the primary window
  Perform quick searches using the multiview toolbars
  

• Mail Merge with MS Office 2007/2003/XP
  Create templates within Word or Commence
  Review logged letter history
  Attach any document to a contact in Commence
  

• Outlook 2007/2003 Integration
  Log E-Mails from your inbox to Commence
  Synchronize contacts, calendar and tasks
  Use Commence agents to synchronize with Outlook
  

• Basic Report Viewer & Designer
  Work with graphics, shading, and other special effects
  Sort and group data
  Calculate subtotals and grand totals
• Advanced Report Designer
  Create columnar reports
  Display Date/Time in Footer
  Optimize settings for large databases
  

• Design Tips
  Coordinating font styles with parent report
  Displaying headers
  Controlling page width
• Preparing the sub report
  View linking
  Loading the script
  Using the sub report control
  

• Working with Connect
  Send documents to a single and mulitple contacts
  Mail merge attachments
  
• Advanced Concepts
  Schedule Connect jobs
  Design documents for the Connect library
  Create HTML formatted emails
  

• Using the Form Designer
  Designing the form layout
  Managing Tab Controls
  Adding Fields
  
• Advanced Features
  Field properties
  Special controls
  Connection properties
  

• Categories
  Naming fields
  Choosing between field types
  Picklist categories and selection fields
  
• Connections
  Choosing connection types
  Connection display options
  

• Import/Export templates
  Mapping fields and creating template
  Working with Excel, CSV and TAB delimited file types
  Managing duplicates
  
• Performing an import
  Preparation tips
  Making connections
  

This is an introductory class. Hands-on participation will depend on class size. The instructor will present a single example picked from a series of basic topics such as form navigation, automated data entry, and data validation. Each example will be preceeded by a minimal amount of scripting reference information for purposes of illustrating the example.