This course will give you a good understanding of how to use the IFS Sales &
Marketing Administrator, from managing definitions, options, roles and users
through setting up table restrictions and advanced selections.
The course consists of Six chapters, each of which contains one or more lessons
and associated exercises.
The estimated time to complete this course is 15 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 goes onto explain the various panes and icons .
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 two exercises that outline the definitions functionality and some additional functions. You will learn how to change table and field properties, to specify and check default values, to import language files and to integrate settings with Outlook.
There are no prerequisites.
The estimated time to complete this chapter is 4.5 hours.
This chapter is designed primarily for end users, application consultants, and sales staff.
This chapter consists of a lesson that shows 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 two lessons. The first lesson describes how to enter, edit, delete and transfer users and how to use advanced selections to be run for IFS Sales and Marketing Client.
There are no prerequisites.
The estimated time to complete this chapter is 2.5 hours.
This chapter is designed primarily for end users, application consultants, and sales staff.