Training courses on our solutions
Onguard offers an extensive range of training courses for those who have just started using Onguard software. This is for those who want to learn more about advanced functions or how to administer our solutions. Learn all the ins and outs so you can get the most out of the software, resulting in highly effective credit management. We are happy to welcome you to our training location in Zaltbommel.
- 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
- 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
- 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
- The basic principles of Onguard Connext
- Debtor processing screen
- How to handle actions
- The complaint procedure
- Reporting options
- User settings
- Import and definitions
- Letter creation
- Onguard profiles and allocation rules
- Complaint tables and export files
- Parameter setting
- The basic principles of Onguard ICMS
- The debtor processing screen
- How to handle actions
- The complaint procedure
- Reporting options
- User settings
- Import and definitions
- Letter creation
- Onguard profiles and allocation rules
- Complaint tables and export files
- Parameter setting
- 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
- Pricing in consultation with the Manager of Professional Services.
- We do not offer any training materials other than the manuals and a PowerPoint handout.