Page 9 - Microsoft Word - Using Adhoc & Analytics Expressview Reports - Participant Guide (SDL).docx

COURSE INTRODUCTION

In this course, you will review tasks specific to general administration of the system to
configure value lists, field labels, and custom fields for all record types. You will also
complete tasks for system cleanup of records, configuring and creating forms, utilizing
the user manager, creating dashboards and customizing widgets, running reports, using
the knowledge module, creating workflows, and configuring firm setup.

Learning Objectives
After this session for Unanet CRM by Cosential: Administering the System,
participants will be able to
• Customize basic firm settings and • Configure a Project Record
understand navigation • Configure Projects Administration
• Configure a Personnel Record • Utilize the User Manager to Set
• Utilize My Preferences Permissions
• Configure a Company Record • Set Up and Distribute
• Configure a Contact Record Dashboards
• Configure a Lead Record • Run and Analyze Reports
• Configure an Opportunity Record • Create and Maintain the
• Create and Publish a Form Knowledge Module
• Utilize Contact Manager • Create and Set Up Workflows
Administration • Configure Firm Setup as the OFA

Unanet CRM by Cosential provides CRM and Marketing Functionality. The graphic
below outlines system features that apply to each and the user type for which these
features are best. The Overall Firm Administrator can control access through
permission settings.

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