The SugarCRM Admin Tracks allows you to customize your training by choosing which day you wish to register for. The tracks will follow the standard Administrator Fundamentals schedule, but you will be able to join the session that you register for. The Administrator Fundamental Track 3 follows the curriculum for Day 3 of the standard Administrator Fundamentals course. Through a combination of lecture and hands-on exercises, students will learn the basics of creating custom modules using Module Builder, creating workflows to automate business processes, and setting trackers for evaluating system perfomance and module usage.
Audience: Administrators
Editions: Sugar Enterprise, Sugar Professional, Sugar Community Edition
Version(s): 5.5, 5.2, 5.0, 4.5.1
Type: Online Training
Schedule: SugarCRM Course Schedule
Objectives Day 3 Track
This track will enable you to:
- Create and Deploy custom modules using Module Builder
- Utilize the Sugar workflows to automate business processes in your organization
- Understand Trackers/Settings for system stats
Track 3 Course Outline
1. Course Introduction
2. Using Module Builder
- Understand Module Packages
- Develop Custom Modules
- Manage custom fields
- Create Module relationships
- Organiza module layouts
- Deploy modules
3. Creating Effective Workflows
- Understand when to use Sugar workflow
- Configure your system to enable workflows
- Utilize the Sugar workflow components such as conditions and alerts
4. Tracker Settings
- Understand Trackers
- Configure the Tracker Home Page
- Create Tracker Reports
- Configure Tracker Settings
5. Review and Conclusion
For more information about this course and others please contact us or e-mail trainme@levementum.com.
