Learning Resources

Introducing new software and processes can be challenging; our goal is to smooth the transition and help your team ease into new tools, and be productive and successful right away.

Live Training

Join us and attend free weekly, live, web-based Platform Training around specific topic areas. Your entire team is invited participate and to maximize the benefits of personalized training. And the last 15 minutes of the training are yours to ask questions about issues specific to your business.

Overview

Become familiar with the LongJump Platform and learn how to use the platform and understand core concepts and features:

• Navigating the User Interface
• Home Page - Customize the Home page with dashboard views, reports and widgets
• Views and Reports - Arrange data as tables in Views or as charts, graphs and matrixed tables in Reports

Learning Plan for New Users Browse these topics to learn more about the platform: Core Concepts - Discover core platform concepts Features - Find out about platform features Settings - Personalize the platform, setup account information and email preferences Frequently Asked Questions - Find answers here	Advanced Learning Plan If you are: Responsible for Administering the platform, see the System Administration Guide Developing in the platform, see Developer Suite and Develop A Service Provider, see Tenant Management System
Advanced Topics Data Import - Load contacts, accounts and other business data Mass Operations - Modify or delete large batches of records, or reassign records to a new owner Print Templates - Build customized templates to print records (for invoices, receipts, invitations and other paper communications) Email messages and Template Variables - Personalize email communications to contacts or in marketing campaigns
Have a question? File a Support Case.