XMoose Solutions

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INSTRUCTIONAL VIDEOS
We are working to add at least one new instructional video each week. Thank you for your patience as we create these. If you have any questions at all about how to do something in CE Breeze that is not yet covered in a video, please feel free to e-mail John at john@xmoose.com.
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GENERAL
These videos provide instruction that can be used across all modules. If you are going to watch one set of videos before you begin "exploring" CE Breeze, this is the set to watch. We do recommend that you have read through the Modules web page prior to watching these videos so that you understand what types of records are included in CE Breeze.
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The Home Screen [5:01]
Learn how the Home screen can help to give you a jump-start on your day.
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Navigating Records [12:10]
In this video, we review the layout of the interface, how to navigate among modules, and how to navigate records. The skills learned in this video apply to most modules.
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Performing Searches for Records
Video coming soon...
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SETUP / CUSTOMIZATION
These videos will instruct you on the critical areas that a System Administrator must address to set up and customize CE Breeze prior to launching it for active use.
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System Preferences [30:04]
Prior to using CE Breeze in a "live" environment, you will need to spend some quality time setting up the file using System Preferences. These include everything from your organization's logo to the text used in e-mail registration confirmations. This video will walk you through the various settings.
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User Management [7:44]
Learn how to set up new users and determine their privileges.
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Lists / Supporting Modules [7:48]
Learn how to customize the "soft-coded" options that are available on drop-down, pop-up, checkbox, and radio button lists.
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ORGANIZATIONS
Videos related to creating and using organization records.
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Entering a New Organization [12:58]
Learn about adding a new Organization record to the database. Includes information about all of the fields included on Organization records.
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Exploring the Organizations Module Sidebar [9:56]
Overview of the options available in the Organizations module's sidebar.
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PEOPLE
Videos related to creating and using people (participant, presenter, contact, etc.) records.
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Entering a People Record [26:58]
Learn about adding a new People record to the database for your workshop participants, presenters, internal staff, and important contacts. Includes information about all of the fields included on People records.
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Exploring the People Module Sidebar [18:37]
Overview of the options available in the People module's sidebar.
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REGISTRATIONS
Videos related to registering participants and performing tasks in the Registrations module.
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Registering a Participant for a Workshop [14:09]
Learn how to process a workshop registration taken by phone, in person, by mail, or by fax.
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WORKSHOPS
Videos related to creating and using workshop records.
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Entering a New Workshop [40:57]
Learn about adding a new Workshop record to the database. Includes information about all of the fields included on Workshop records.
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Exploring the Workshops Module Sidebar [24:26]
Overview of the options available in the Workshops module's sidebar.
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