Now that you've gone though all the content of the SAM 1 training, I have a few exercises and questions to suggest so you can get a bit more comfortable with Secutix and fix the most important elements. Try not to peek at the answers beforehand!
2 - Create a structure contact file
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How to create a contact file, same but from the "Structure" menu in the contact module. |
3 - Create a relay contact file. There are two several ways to do it, would you be able to list them?
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4 - Why shouldn't you turn a public individual contact file with a history into a relay?
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5 - What's the difference between the cultural, purchase, attendance and financial histories?
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6 - Search for all the relays of a popular school name in your region (eg. Jules Ferry)
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7 - You have to find the contact file of someone that just called, but you just understood the end of their family name. How would you search for it?
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CONGRATULATIONS! YOU FINISHED THE TRAINING!