Visma | Onguard training
Visma | Onguard offers an extensive range of training sessions for those who have just started using our software or want to increase their solution knowledge. The extensive trainings offer you a spectrum of new and useful information. From learning the basic skills needed to start working with your solutions, all the way to learning the ins and outs on how to administer it in the most optimal way for your organisation. In this way, you ensure the most effective possible credit management process for your company. You can schedule a training course by clicking on a training and registering below. Do you have any questions about our courses? Please contact us and we can discuss which trainings suit your organisation and employees the best.
CreditManager
User Training
During this user training course, you learn all the skills needed to start working with CreditManager directly. The possibilities of the software are covered in detail and you get to practice using them based on familiar cases. Afterwards, you will have learned all about the user functions and be able to carry out the following tasks:
- Consult the dashboard
- Use the agenda function
- Use the automatic processing tool and bulk actions
- Work from the debtor cockpit
- Plan and process actions on the debtor level
- Create commitments / schemes / complaints
- Create and manage customer relationships and contact persons
- Consult exceptions and reports
CreditManager
Application Management Training
During this training course, you learn all there is to know about administrating CreditManager like a pro. This includes the categorisation of the rights structure, creating and revising flexible workflow processes, allocating the workload and risk management. Afterwards, you will have learned about all the administration functions and be able to carry out the following tasks:
- Organise and maintain administration details
- Organise and maintain workflows
- Link workflows
- Manage employees
- Manage different types of complaints
- Work in code table and code table languages
- Learn the general CreditManager settings
CreditManager
Document building training
During this training course, you use cases and exercises to learn all the possibilities to create documents in CreditManager. Afterwards, you will know how the Word plug-in DocumentBuilder works and be able to carry out the following tasks:
- Create and maintain output templates (letters and e-mail) in CreditManager
- Create and manage letters in Word using DocumentBuilder
- Create and manage e-mail templates in Word using DocumentBuilder
- Work with tables in the templates
- Work with layout options
- Learn the general DocumentBuilder settings
CreditNext
User Training
During this user training course, you learn all the skills needed to start directly working with CreditNext. The possibilities of the software are covered in detail and you get to practice using them based on familiar cases. During the course, you get hands-on practice using the following functions and tasks:
- The basic principles of CreditNext
- Debtor processing screen
- How to handle actions
- The complaint procedure
- Reporting options
- User settings
CreditNext
Application Management Training
During this training course, you get the knowledge needed to be a CreditNext administrator. This includes preparing standard letters, maintaining users, monitoring profiles and terminologies. Afterwards, you will be able to independently administer, configure and revise the Visma | Onguard database. The following functions and tasks are covered in this course:
- Import and definitions
- Letter creation
- Onguard profiles and allocation rules
- Complaint tables and export files
- Parameter setting