TriSys System
Administration Course
Overview
Designed
for the person who is responsible for the system administration e.g. setting up
new users, updating user records and setting up the standard templates for use
within the system.
Prerequisites
·
Attended
TriSys CRM Introduction course
or
·
Advanced
TriSys Knowledge
Objectives
The
course is designed for system administrators to achieve the following:
·
Creating
New Users
·
Maintaining
Look Up information
·
Adding
and Amending Company specific Attributes
·
Free
Text Indexing
·
Exchange
Sync
·
CV
Autorecognition settings
·
Maintaining
Currency Conversion table
·
Understanding
and Maintaining Radial Searching
·
Actions
Template Creation
·
Form
Designer
Agenda
|
Session
|
Details
|
|
09:30 – 11:00
|
Course Overview
Creating New Users, including linking
login and user accounts, access permissions, diary permissions, groups
Maintaining Look Up information
Adding & Amending your company
specific attributes
|
|
11:00 – 11:10
|
Tea/Coffee Break
|
|
11:10 – 13:00
|
Free Text Indexing
Exchange Sync
CV Auto Recognition settings
Maintaining Currency Conversion table
Understanding & Maintaining Radial
Searching
|
|
13:00 – 13:45
|
Lunch Break
|
|
13:45 – 15:15
|
Amending and Adding Action Templates
|
|
15:15 – 15:30
|
Tea/Coffee Break
|
|
15:30 – 17:00
|
Forms Design
Recap and questions and answers
|
Please
click here for an overview of all
TriSys Training Courses.