Training Videos

/Training Videos

How To Videos

How To Get Started Quickly

Learn the fundamentals of how this software works and what you need to know to start using FPS today.  

By | 07/28/2016|Training Videos|Comments Off on How To Get Started Quickly

How to apply Actions to one or more contacts

Learn how actions work inside FPS

By | 04/07/2014|Training Videos|Comments Off on How to apply Actions to one or more contacts

How to Query the Database

Learn how to extract a list of contacts from the database. For example show me all contacts that are age 65 or greater, [...]

By | 07/29/2013|Training Videos|Comments Off on How to Query the Database

How To Use the Calendar

Learn how easy it is to use the calendar.

By | 07/29/2013|Training Videos|Comments Off on How To Use the Calendar

How To Log into FPS

How to log into the program, and how to save your log in information.

By | 07/28/2013|Training Videos|Comments Off on How To Log into FPS

How To Use the Reports Section and Setup Print Lists (Packets)

Learn how to print and preview reports and create packets (lists of reports)

By | 07/28/2013|Training Videos|Comments Off on How To Use the Reports Section and Setup Print Lists (Packets)

How To Create a Mail-Merge Template

Learn how easy it is to create mail-merge templates.

By | 07/28/2013|Training Videos|Comments Off on How To Create a Mail-Merge Template

How To Run As Adminstrator

Learn how to start FPS using the run as administrator option.

By | 07/28/2013|Training Videos|Comments Off on How To Run As Adminstrator

How To Edit the Program Options

Lean how to edit and add planners, set security levels and other features.

By | 07/28/2013|Training Videos|Comments Off on How To Edit the Program Options

How To Select and Change Contacts

Learn the different methods of selecting a contact, and what the term selected contact means in FPS. This video covers how to go [...]

By | 07/28/2013|Training Videos|Comments Off on How To Select and Change Contacts

How To Save Data… Learn How Auto-Save Works

Learn how the auto-save feature works on most screens. Some dialogs do have a "Save" and "Cancel" buttons.  However most of the input [...]

By | 07/28/2013|Training Videos|Comments Off on How To Save Data… Learn How Auto-Save Works

How To Customize the Contact Summary

Learn how to quickly customize the contact summary using drag and drop. These same techniques can be used to customize the Contact "Card" [...]

By | 07/28/2013|Training Videos|Comments Off on How To Customize the Contact Summary