Visma | Onguard training
Visma | Onguard offers an extensive range of training courses for those who have just started using our Onguard software. The Onguard training is for those who want to learn more about advanced functions or how to administer our solutions. Learn all the ins and outs so that you can get the most out of the software. This will result in highly effective credit management. You can schedule a training by clicking on a training and registering below. We will be happy to welcome you to our training location in Zaltbommel.
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
Administrator 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
Connext
User Training
During this user training course, you learn all the skills needed to start working with Connext directly. 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 Onguard Connext
- Debtor processing screen
- How to handle actions
- The complaint procedure
- Reporting options
- User settings
Connext
Administrator Training
During this training course, you get the knowledge needed to be a Connext administrator. This includes preparing standard letters, maintaining users, monitoring profiles and terminologies. Afterwards, you will be able to independently administer, configure and revise the 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
ICMS
User Training
During this user training course, you learn all the skills needed to start working with Onguard ICMS 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 about and practiced using the following functions and tasks:
- The basic principles of Onguard ICMS
- The debtor processing screen
- How to handle actions
- The complaint procedure
- Reporting options
- User settings
ICMS
Administrator Training
During this training course, you learn all there is to know about administering ICMS. This includes preparing standard letters, maintaining users, monitoring profiles and terminologies. Afterwards, you will be able to independently administer, configure and revise the 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
MatchMaker
User Training
During this training course, you learn all about the functioning of MatchMaker, including the settings, methodology and functionalities offered by the software. Afterwards, you will have the following knowledge of the user and administrator functions and be able to carry out the following tasks:
- Insight into the general functioning of MatchMaker
- Register payment files
- Automatic payment match
- Manual payment match
- Process payment differences
- Immediate booking of revenue and ledgers
- Knowledge of booking process and matching settings
User and permissions management settings
Train the
Trainer
We offer Train the Trainer courses under limited conditions:
- Pricing in consultation with the Manager of Professional Services.
- We do not offer any training materials other than the manuals and a PowerPoint handout.