This course will introduce you to the basic functionality of the IFS Sales & Marketing Administrator. You will learn how to log on to IFS Sales & Marketing Administrator, how to manage definitions, options, roles and users and set up table restrictions.
The estimated time to complete this course is 9.5 hours.
This course is designed primarily for end users, application consultants, and sales staff.
This chapter offers an introduction to IFS Sales & Marketing Administrator with a focus on the user interface in the Windows client. The first lesson describes how to log on to the IFS Sales & Marketing Administrator and then explains the various panes and icons as well as the database structure. The other lessons focus on managing the password and document management.
There are no prerequisites.
The estimated time to complete this chapter is 2 hours.
This chapter is designed primarily for end users, application consultants, and sales staff.
This chapter consists of one exercise that outline the definitions functionality . You will learn how to change table and field properties and update the changes.
There are no prerequisites.
The estimated time to complete this chapter is 1 hour.
This chapter is designed primarily for end users, application consultants, and sales staff.
This chapter consists of a lesson that show you how to add, edit and delete options in a category and how to add options to lists of values of single and multiple choice fields.
There are no prerequisites.
The estimated time to complete this chapter is 1.5 hours.
This chapter is designed primarily for end users, application consultants, and sales staff.
Consisting of one lesson, this chapter shows you how to handle roles. You will learn how to add, edit and delete roles, how to define restrictions for tables, fields and activities and to define criteria for exceptions for a table restriction.
There are no prerequisites.
The estimated time to complete this chapter is 3.5 hours.
This chapter is designed primarily for end users, application consultants, and sales staff.
This chapter consists of one lesson. This lesson describes how to enter, edit, delete and transfer users.
There are no prerequisites.
The estimated time to complete this chapter is 1.5 hours.
This chapter is designed primarily for end users, application consultants, and sales staff.