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.