Software can often be challenging, resulting in lack of use, improper use or complete and utter frustration. We pride ourselves in providing public and private training options to fit everyone. Our classes have been presented and well attended for over 10 years. Join us and take your abilities to the next level. We offer the following types of classes, as well as private/customized versions of these.

Immersion

Our immersion classes are truly in depth. Two days of instructor led sessions allow you to walk away with a solid foundation with which to apply your knowledge.

Online

For those of you who have time limitations or don’t wish travel, online training is an excellent choice.  These series are generally offered as a sequence of multi-day classes, and give users all the tools necessary. Both Daylite & Merlin Project are offered in two courses,  "Essentials" and "Advanced".

Focused

Taking the format of our public online offering and presenting it to a limited audience of your organization. This allows for a more personalized and focused series of sessions.

Upcoming Classes & Curriculums

Daylite

Merlin Project

Curriculums

Daylite GUI
Daylite Concepts
Data Classification Part I
Contacts
Calendars
Tasks
Notes
Email / DMA
Linking
iOS

Data Classification Part II
Activity Sets
Pipelines
Opportunities
Projects
Collaboration & Delegation
CalDAV/CardDAV
Extended Data Collection

Daylite GUI
Daylite Concepts
Data Classification Options
Contacts
Calendars
Tasks
Notes
Email / DMA
Collaboration & Delegation
Linking
iOS
Forms
Activity Sets
Pipelines
Opportunities
Projects
CalDAV/CardDAV

Presentation based on specific types of workflows:

Potential Client Workflow
Client On-Boarding
Client Relationship Management
Collaborating
Integration
Templates
Data Analysis
Data Sharing

Additonal topics being added...

Introduction to Project Management
Overview of Merlin Project
The Views
The Key Elements
Creating an Initial Project
Attachments
Key Tools
Management Tools
Help & Support

Scheduling
Resources
Resource Pool
Finances
Planned vs. Actuals
Multi-Project Management
Integration with other Apps
Help & Support

Introduction to Project Management
Overview of Merlin Project
The Views
The Key Elements
Creating an Initial Project
Attachments
Key Tools
Management Tools
Interface & Workflow Customization
Printing & Reports
Multi-User Collaboration
Help & Support

Focused Presentations:
Linking
Resources
Finances
Search & Filters
Reports
Attachments
Kanban
Resource Pool
Scheduling