SuiteCRM administrator in your company
Training of administrators of the Suite CRM system is the best solution for maintaining your product with the resources of the Company.
CRM Studio offers its clients the service of training Administrators of the Suite CRM system. If you have decided that you need to maintain your CRM system yourself, then we will help you train specialists who will be able to maintain the system using the Suite CRM Administration tools.
System administration can be carried out both by the company integrating your CRM system, and independently by staff members of the Customer company. At first glance, a complex process can be broken down into simple steps in a detailed systemic presentation of information.
We offer the following training options to choose from:
• Preparation of instructions;
• Remote learning (Skype, TeamViewer, etc.);
• Preparation of video tutorials with explanations and comments.
You can choose one of the above options, or several at once in the complex. Training from our experts on the example of your finished CRM-system leads to savings on further modification of the system.
After completing the course you will be able to:
- Independently create and add new modules;
- Add, rename, move fields;
- Customize data presentation forms: lists, view and edit forms;
- Customize filters, dashlets;
- Configure the top menu of the system by grouping modules into sections and giving them the necessary name;
- Create new users and employees;
- Build a role structure of system users, thereby delimiting access to data;
- Create user groups including users and roles
- Customize the system configuration by setting the default time zones, currencies, work schedule of employees;
- Set individual formats for displaying data and lists, and much, much more.