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Getting started
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Getting started
7 Articles
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Written by
Madisen Hallberg
,
Margaret Lever
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Install FileMaker and Connect to the TradeSchool Desktop Application. Download FileMaker To start, you will need to download FileMaker and the License Certificate. The TradeSchool team will provide you with and a link and the instructions on how...
Written by
Madisen Hallberg
,
Margaret Lever
Updated on : 25 Nov 2024
Save Username for Login
Make signing into TradeSchool faster by updating your preferences. Save Username to FileMaker Step 1. Open up FileMaker (If you are already in FileMaker, you will need to close out and reopen) Step 2. Go up to your computer menu and click ...
Written by
Madisen Hallberg
,
Margaret Lever
Updated on : 22 Mar 2024
Why did we build TradeSchool?
Hello there, This is Madisen Hallberg, CTO of TradeSchool Inc . Thank you for taking the time to evaluate TradeSchool . I would like to give you a quick background on " Why did we build TradeSchool? ". Origins in the trade TradeSchool Inc wa...
Written by
Madisen Hallberg
Updated on : 31 Aug 2022
5 basic concepts to get started
At the start, it could be overwhelming to explore a new product. We wanted to give you some head start to start with the basics and then slowly explore the features at your phase. Here are 5 basic concepts for you to get...
Written by
Madisen Hallberg
Updated on : 01 Feb 2024
Program Setup
3 Articles
in this category
Written by
Madisen Hallberg
Finding Records
4 Articles
in this category
Written by
Madisen Hallberg
Correspondence Emails
Send batch emails in TradeSchool's Applications Module. Email Correspondence Information Sending batch emails with merge data is a feature in TradeSchool. Allows users to efficiently communicate with a large number of recipients while personaliz...
Written by
Madisen Hallberg
,
Margaret Lever
Updated on : 26 Apr 2024
Correspondence Labels
Create and Labels in TradeSchool for Avery 5160 or 5163. Create Labels To start, click on the Module where you want to print labels. Next, click on Correspondence > Labels > Details tab. Here, you can create label templates. The o...
Written by
Madisen Hallberg
,
Margaret Lever
Updated on : 26 Apr 2024
Getting Started With The App
How to get started with TradeSchools Mobile App Schedule Update 📲 To start using the app you will need to be updated to build 219 or later. Please reach out to schedule an update with the TradeSchool team. Send an email to Support...
Written by
Madisen Hallberg
,
Margaret Lever
Updated on : 05 Jun 2024