This course will introduce you to several features of the IFS Sales & Marketing Administrator that complement features covered in the Basic course. You will learn how to set up default and dependency values and upload language data. You will also learn how to set up advanced selections to be run in IFS Sales and Marketing Client.
The estimated time to complete this course is 5.5 hours.
This course is designed primarily for end users, application consultants, and sales staff.
This chapter consists of one exercise that outline 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 3.5 hours.
This chapter is designed primarily for end users, application consultants, and sales staff.
This chapter consists of one exercise that outline how to create advanced selections to be run for IFS Sales and Marketing Client.
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 two lessons. The first explains how to synchronize server database and local databases. You will learn how to create a local copy of the server database, which allows you to work offline with your customer information. The trainer should perform the synchronization exercise and create a local copy of the RACE database for each student, prior to commencement of the training.
The second lesson explains how to use the Discrepancy Utility to reconcile discrepancies that may occur during synchronization.
You should have a basic knowledge of IFS Sales & Marketing.
The estimated time to complete this chapter is 1 hour.
This chapter is designed primarily for trainers, end users, application consultants, and sales staff.