01Lesson
Improve data entry
Require a first name and offer consistent contact statuses.
30–45 minutes · Practice + review quiz
Read lesson 1 ↗FILESOFT ACADEMY / COURSE 2
Turn your contact book
into a follow-up app.
Keep the contacts and notes you built in Course 1. Improve data entry, connect tasks, and learn to find and report on the work that needs attention.
Start lesson 1 ↗A practical next step.
By the end of this course, you’ll be able to add a contact, record a note, create two follow-ups, complete one, find the remaining work and produce a focused report.
Continue with a working copy of your Course 1 file. You should already be comfortable with records, layouts, finds, a simple button script and the Contacts–Notes relationship.
The course outline.
02Lesson
Add follow-up tasks
Connect dated tasks to the right contact.
30–45 minutes · Practice + review quiz
Read lesson 2 ↗03Lesson
Find what needs attention
Find open, overdue and upcoming work.
30–45 minutes · Practice + review quiz
Read lesson 3 ↗04Lesson
Make actions easier
Create and complete tasks with clear scripted actions.
30–45 minutes · Practice + review quiz
Read lesson 4 ↗05Lesson
Build a useful overview
Use lists, sorting and summaries to see your workload.
30–45 minutes · Practice + review quiz
Read lesson 5 ↗06Lesson
Make a printable report
Prepare a focused report for print or PDF.
30–45 minutes · Practice + review quiz
Read lesson 6 ↗