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INTRODUCTION
How to Use this Course
Introduction
The Method
Thinking Outside the Box
Disclaimer
Additional Information
Confidence check
DESIGN YOUR SYSTEM
Plan Your Process
PLANNER-Process
PLANNER-Transactions
Categories
PLANNER-Categories
Custom Fields
PLANNER-CustomFields
Calendar
PLANNER-Calendar
Billing
PLANNER-Billing
CRM
PLANNER-CRM
Projects
PLANNER-Projects
Marketing
PLANNER-Marketing
Files
PLANNER-Files
Forms
PLANNER-Forms
Pages and Workspaces
PLANNER-Workspaces
PLANNER-Pages
Pop-up Notices
PLANNER-Notices
Flows
PLANNER-Flows
Dashboards
PLANNER-Dashboards
Checkpoint
BUILD YOUR SYSTEM
Clean Your Menus
General Settings
Custom URL and Login
Staff and Team
Translations
Calendar Settings
Currency, Payments and Gateway
Billing Settings
CRM Settings
Project Settings
Marketing Settings
File Settings
Form Settings
Pages and Workspace Settings
Pop-up Notice Settings
Flows
Dashboard Settings
Set Your Home Page
TEST YOUR SYSTEM
Creating Your Test-user Accounts
PLANNER-TestUsers
Build Your Test Plan
PLANNER-Testing-and-Validation
Completing Your System Validation
Checkpoint
LAUNCH YOUR SYSTEM
Plan Your Launch
Training Your Team
PLANNER-Training
Test Data
Loading Real-time Data
Checkpoint
WRAP-UP
Wrapping Things Up
Preview - DIY SuiteDash® Implementation - Advanced
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