Overview

Designed for the person who is responsible for the system administration e.g. setting up new users, updating user records and setting up the standard templates for use within the system.

Prerequisites
 

• Attended TriSys CRM Introduction course
  or
•  Advanced TriSys Knowledge

Objectives

The course is designed for system administrators to achieve the following:

• Creating New Users
• Maintaining Look Up information
• Adding and Amending Company specific Attributes
• Free Text Indexing
• Exchange Sync
• CV Autorecognition settings
• Maintaining Currency Conversion table
• Understanding and Maintaining Radial Searching
• Actions Template Creation
• Form Designer
  
  

Agenda

Session	Details
09:30 - 11:00	Creating New Users, including linking login and user accounts, access permissions, diary permissions, groups Maintaining Look Up information Adding & Amending your company specific attributes
11:00 - 11:10	Tea/Coffee Break
11:10 - 13:00	Free Text Indexing Exchange Sync CV Auto Recognition settings Maintaining Currency Conversion table Understanding & Maintaining Radial Searching
13:00 - 13:45	Lunch Break
13:45 - 15:15	Amending and Adding Action Templates
15:15 - 15:30	Tea/Coffee Break
15:30 - 17:00	Forms Design Recap and questions and answers

Please click here for an overview of all TriSys Training Courses.