Sage CRM MME Advanced and Systems Admin

Wizard Systems
Bristol, United Kingdom

Course Format: Classroom | E-learning | Virtual Class | Online | On-site | Blended | Self-paced

Course Description:

'' Introduction

Administration
CRM Structure
User Administration

Adding and Changing Users
User Templates
Disable Users
Deleting Users
Teams

Creating Teams
Assigning users to a Team
User access to team CRM
Security Management, Profiles and Territories
User Configuration
Customisation

Adding a New Field
Placing New Fields on Screens
Modifying Screen Layout
Advanced Customisation Scripts
List Customisation
Adding a New Column to a List
Modifying the Layout of an Existing List
Document Management

Merging a Document
Creating a Merge Document
Placing a Template on the Server
Target Lists

Creating a Target List
Merging a Target List to a Document
Email

Creating an E-Mail Template
Sending Email using an Email Template
Creating an email to send to Lists
Reports

Creating a New Report (List)
Running a Report
Creating a New Report (Cross Tab)
Creating a New Report (History)
...''

Phone:01454 316800

School Address:

Wizard Systems
Unit 7 Badminton Court
Station Road
Yate
Bristol
BS37 5HZ


Jobs & Resumes: Bristol
Houses & Roommates: Bristol
Travel Agencies: Bristol

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