Learn how to use Dataforma’s Events Module.
Learn how to use the Events module in Dataforma to help schedule and manage your business more effectively. Schedule training dates, equipment inspections, meetings, pre-bids, estimates, and much more!
Instructor: Jeremiah Rizzo
- How to create new events
- Editing events
- Cloning events
- Creating a custom events list
- How to view all company events
- Adding or editing participants of events
- Adding documents to events
- How to export events