Page 7 - Microsoft Word - Using Adhoc & Analytics Expressview Reports - Participant Guide (SDL).docx
P. 7
Check your understanding ..................................................................................... 72
Lesson 17: Configure Firm Setup as the OFA .......................................................... 73
Learning Objectives ................................................................................................ 73
Introduction .............................................................................................................. 73
Firm Setup ................................................................................................................ 73
Tour 17.1 – Navigate the Firm Setup tab for enabling and relabeling features ...... 74
Firm Org ................................................................................................................... 74
Activity 17.2 – Modify Firm Org value lists ............................................................. 74
Check your understanding ..................................................................................... 75
APPENDIX A: Check Your Understanding Answer Key ........................................... 76
APPENDIX B: SUPPLEMENTAL INFORMATION ....................................................... 80
Sample Value Lists .................................................................................................. 80
Permission Lists ...................................................................................................... 82
FULL LICENSE TYPE PERMISSIONS .................................................................. 82
CRM LICENSE TYPE PERMISSIONS .................................................................. 86
READ ONLY LICENSE TYPE PERMISSIONS ...................................................... 89
Project Merge Fields and Associations ................................................................. 90
Knowledge Module Category Structures ............................................................... 91
APPENDIX C: CREATING DIFFERENT RECORD TYPES ......................................... 92
Create a Personnel record and make a User. ........................................................ 92
Create a Company record ....................................................................................... 92
Create a Contact record .......................................................................................... 93
Create a Lead record ............................................................................................... 93
Create an Opportunity record ................................................................................. 94
COMPLETION CERTIFICATE AND EVALUATION ....................................................... 0
Certificate of Completion .......................................................................................... 0
Course Survey ........................................................................................................... 0
©2024 Unanet. All rights reserved. 7
