DoliPlus

Getting Started with DoliPlus

Module 1.00

      
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Training Objectives

Understand the role of management software in an organisation’s operations.
Learn how to configure DoliPlus according to your needs.
Use the software’s core functions.

Prerequisites

No prior knowledge required.

Target Audience

All users.

Teaching Method

Interactive approach focused on addressing participants’ specific challenges.
Theoretical concepts linked to participants’ real-world experience.
Practical examples and case studies to master the software’s key functions.
Resources: Video projection. Individual workstations provided.

Duration

7 hours.

Course Outline

Using DoliPlus

  • Logging into DoliPlus
  • Navigation basics
  • Configuring your account settings

Customer/Supplier & Contact Management

  • Creating and editing customer/supplier records
  • Contact management
  • Reports
  • Creating associated tasks
  • Event management
  • Electronic document management for customers/suppliers
  • Integrated messaging within customer accounts
  • Automatic email and fax archiving
  • Restricted contact management
  • Service SMS
  • Geolocation
  • Account manager assignment. Priority levels
  • Linking to parent companies
  • Customer/supplier accounting data
  • Advanced features. Customisation via additional tabs
  • Syncing contacts with mobile devices
  • Systematising data collection and sharing

Activity Planning

  • Configuring your workspace
  • Daily task management for improved productivity
  • Differences between calendars and task lists
  • Shared access for collaborative work
  • Creating work schedules with graphical planning
  • Inviting internal/external parties
  • Recurring actions
  • Using calendar views for optimal time management
  • Syncing calendars across mobile devices
  • Using summary dashboards. Managing overdue items

Cloud Document Management

  • Document library zones
  • MyCloud: Personal digital workspace
  • Accessing documents from mobile devices
  • Document templates

Web Mail

  • Understanding IMAP mail functionality
  • Different mail access points within the software
  • Customising your Web Mail environment
  • Internal messaging and server navigation
  • Professional communication and branding
  • Predefined messages (shared or private)
  • Email and fax archiving/filing
  • Advanced Web Mail features. Message highlighting, subfolder management, adding accounts
  • Address book and contact database pitfalls

Assessment

Quiz.

Summary & Q&A

Final recap, questions and oral feedback session.