Module 10
Advanced Features
These features go beyond day-to-day operations. Email marketing, activity logs, data backups, and integrations give you deeper control over your business.
Lessons in This Module
- Create and send campaigns to your client base.
- Review who did what and when across the system.
- Understand backup procedures and data recovery.
- Connect with payment processors, email services, and APIs.
Prerequisites
- Completed all previous modules
- Manager or admin access recommended
Industry-specific features: Some businesses (medical, legal, etc.) may have additional features like EMR integration, compliance tools, or specialized reporting. These are configured per-tenant and documented separately.
What You'll Learn
| Topic | Key Skills |
|---|---|
| Email marketing | Campaigns, templates, segmentation |
| Audit trail | Activity review, security monitoring |
| Data safety | Backups, exports, recovery procedures |
| Integrations | Third-party connections, API basics |