Interface and General Functions—Exercises

Main Exercise

Purpose: The purpose of these exercises is to demonstrate the general functionality of Sales & Marketing Administrator.
Launch Application: Sales & Marketing Administrator

Log on to Sales and Marketing Administrator

1. Launch the Sales & Marketing Administrator application.
2. Log on as the administrator.
3. Click Local to access your local database.
4. Click More to show more details.
5. Select the database you want to log on to.
6. Select English Language as database language.
7. Click OK.

Selection of Icon List

1. Select Definitions on the icon list on the left hand side and observe how the associated panes change. This icon will be used to change table and field properties.
2. Now select Options and observe how the associated panes change. This icon will be used to add options to both single and multiple choice fields. 
3. Select Table Roles to see a list of the different table roles to the right. This icon is used to create different table roles with different security levels.
4. Select User Roles and observe how the associated panes changes. This icon will be used to create security settings for the end users.
5. Finally select Users and observe how the associated panes change. This icon will be used to create and edit user details.

Security Management

1. On the File menu, select Security Management.
2. On the dialog box that appears, click Change SAM Master User Password.
3. Change the password and click OK to save the changes.

Document Management

1. On the File menu, select IFS Document Management.
2. On the dialog box that appears, select the IFS Document Manager support enabled check box to enable documents to be attached to a particular document class.
3. Enter the Class Name as SM and click OK.

Note: It is possible to enter several classes in the Class Name field by separating each with a semicolon (;).