Paciolan’s Customer Education Program empowers you to improve your operational efficiency and increase profitability using industry best practices.

Properly trained staff is the foundation for a streamlined operation, and our comprehensive courses will give you everything you need to:

• Increase your understanding of key functionality
• Gain tricks, tips and tools to drive adoption
• Improve Patron management and relationships
• Promote industry best practices

Our goal is to make the experience of using our products as efficient and user-friendly as possible. These classes offer you the ability to utilize our knowledge and experience to make you more self-sufficient and create your own best practices for your organization.

These classes are ideal for:

• New employee training
• Refresher training to re-familiarize yourself with current and new products
• Focused training to meet your specific needs

• Focused training
• Flexible set-up and use
• Overview of tRes functionality

• Ticketing Managers and Assistants
• All markets
• Those seeking a basic understanding of tRes

• Focused training
• Flexible set-up and use
• Advanced tRes functionality

• Ticketing Managers and Assistants
• All markets
• Those seeking advanced usage of tRes

This general class will explore many of the features of the tRes software. In this class you will survey the spectrum of sophisticated functions in tRes including: customized selling processes and screens, user-defined report formats for routine “canned” reports, flexible season ticket packages, user friendly exchanges, returns, voids and transfers, powerful seat searching capabilities, and design your own BOCA ticket formats. With flexible functionality built into the software, you are bound to learn many new “tricks of the ticketing trade.” This class is perfect for either the new user or a user that would like more focused training on these topics! Course materials and exercises are designed to relate to the class participants needs. Bring your imagination, tRes is extraordinarily flexible!

If you are a tRes user this class is for you! In this class you will explore a more in-depth approach to the advanced features such as sophisticated selling processes customized to your business. You will become skilled at designing your own screen formats, reports and tickets. In addition, best practices for balancing, reporting, flexible packaging and using the internet to create a refined approach to selling tickets. You are bound to learn the “tricks of the ticketing trade” using all of the functionality of the tRes system. The content of this class will be prioritized by the class attendees. You will learn from this tailor-made class how to get the most out of tRes.

• Focused Training
• File Structure Overview
• Extracting data to create reports

• Anyone responsible for creating reports
• All Markets
• Entry level report writer

• Focused training
• Flexible set-up and use
• Overview of tFund functionality

• Fundraising professionals
• All markets
• Those seeking a basic understanding of tFund

The Fundamentals of Request class is designed to help you effectively create basic reports using our report writing tool. The topics covered in this class are based on our file structure and the relationship of an integrated system. You will learn how to identify the files needed for reporting, explore dictionaries, tools of report writing using the select, sorting, and display functions, tagging records, and various output options including exporting your report to EXCEL. In addition specific challenges faced by users of the software will be addressed including the “seasonal file structure,” multi-valued fields, “explode or not to explode,” and extracting data from other software systems. This is great starter or refresher class for all those responsible for writing and creating reports.

This class will expose all of the uses of the tFund software. In this comprehensive class you will get a clear understanding of the tFund hierarchy while creating a functional drive structure and learn how to capitalize on solicitation strategies and best practices for your business. Utilizing the tFund system, you will learn how to capture every characteristic of your prospects and enhance your ability to turn them into full fledged supporters of your organization. Through the review of gift and pledge entry, matching gifts, and general donor information, you will be exposed to the many levels of reporting using the numerous inquiry processes, pre-defined reports and touch on writing custom reports using our report writing tool. Planning events, tracking proposals and planned gifts are on the agenda so you can direct your organization to improve your donor services!

• Focused Training
• File Structure Overview
• Use ODBC to create reports

• Anyone responsible for creating reports
• All markets
• Advanced level report writer

PC-based reporting! In this class we will use Crystal Reports to generate many different kinds of reports from a “live" database. With ODBC, it is possible to use desktop PC-based report writing tools in conjunction with your live data. There is no longer a need to extract and download data to your desktop PC before you write reports. Some of the topics to be covered in the class are: basic selection, sorting, and record display, review formatting options for each report section (heading, details, footer, etc.), introduce the use of color and conditional formatting, cross tabulations, prompt users with Crystal "parameters," and write Crystal formulas. Throughout the year, we will have both general and product specific classes. Please refer to the calendar for the type of class being offered.