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Investment Central - Core Functionality Live Training
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Survey
Investment Central - Core Functionality Live Training
This course is designed to familiarize students with the core features available in Investment Central.
In this course, we will cover the following processes and topics:
- Basics of usage and navigation in Investment Central:
- Navigating to screens
- Choosing a home screen
- Using the Favorites, History, and Links icons
- My Preferences
- Using filters and global filters to find specific data throughout the product
- What’s displayed on the Property Information screen
- Contacts and vendors: What they are and how they connect to properties
- Event dates, totals summary, and memos
- Getting familiar with reports: How to filter and run common reports
Registration Note:
To register for this course, you must have an MRI Training Academy account. When creating your account, you will need to enter your organization's MRI client ID. To locate your client ID, in your organization's Investment Central instance, you can click your name in the bottom right corner of any screen. A small gray box will appear, and your client ID will be listed near the top.