SuiteCRM Field Workshop – Fields & Datatype deep dive

SuiteCRM Field Workshop – Fields & Datatype deep dive, available at $44.99, has an average rating of 5, with 25 lectures, based on 4 reviews, and has 7 subscribers.

You will learn about SuiteCRM field types / data types, their attributes, features, pro & con Real World Use Cases from CRM projects: When to use which SuiteCRM field type SuiteCRM field type training: Real world requirements explained and discussed with the appropriate field type How to build a custom module or customize existing modules by placing SuiteCRM fields into the appropriate layouts, panels and rows This course is ideal for individuals who are A bit tech savvy – it helps if you find tech interesting or have a somewhat techincal background or SuiteCRM admins – you simply have to work with the CRM and need to learn it 😉 or business analysts – it will help you to build up your analysis data inside the CRM by yourself or Business Owners – especially for small businesses! The CRM will be the backbone and brain of your company. It is particularly useful for A bit tech savvy – it helps if you find tech interesting or have a somewhat techincal background or SuiteCRM admins – you simply have to work with the CRM and need to learn it 😉 or business analysts – it will help you to build up your analysis data inside the CRM by yourself or Business Owners – especially for small businesses! The CRM will be the backbone and brain of your company.

Enroll now: SuiteCRM Field Workshop – Fields & Datatype deep dive

Summary

Title: SuiteCRM Field Workshop – Fields & Datatype deep dive

Price: $44.99

Average Rating: 5

Number of Lectures: 25

Number of Published Lectures: 25

Number of Curriculum Items: 25

Number of Published Curriculum Objects: 25

Original Price: €34.99

Quality Status: approved

Status: Live

What You Will Learn

SuiteCRM field types / data types, their attributes, features, pro & con
Real World Use Cases from CRM projects: When to use which SuiteCRM field type
SuiteCRM field type training: Real world requirements explained and discussed with the appropriate field type
How to build a custom module or customize existing modules by placing SuiteCRM fields into the appropriate layouts, panels and rows

Who Should Attend

A bit tech savvy – it helps if you find tech interesting or have a somewhat techincal background
SuiteCRM admins – you simply have to work with the CRM and need to learn it 😉
business analysts – it will help you to build up your analysis data inside the CRM by yourself
Business Owners – especially for small businesses! The CRM will be the backbone and brain of your company.

Target Audiences

A bit tech savvy – it helps if you find tech interesting or have a somewhat techincal background
SuiteCRM admins – you simply have to work with the CRM and need to learn it 😉
business analysts – it will help you to build up your analysis data inside the CRM by yourself
Business Owners – especially for small businesses! The CRM will be the backbone and brain of your company.

SuiteCRM Field Workshop – Fields & Datatype Deep Dive

Welcome to the SuiteCRM Field Workshop, where we delve into the intricacies of different field and data types within SuiteCRM. Designed for administrators, business analysts, and small business owners, this course offers a comprehensive exploration of SuiteCRM’s versatile field types and data structures to enhance your CRM mastery.

Audience: This course is tailored for individuals who are somewhat tech-savvy and have a basic understanding of CRM concepts. Whether you’re an administrator responsible for configuring SuiteCRM, a business analyst seeking to optimize data management, or a small business owner aiming to maximize CRM effectiveness, this workshop is for you.

Structure: The workshop is structured to guide you through the essential areas of SuiteCRM, focusing on the Admin area, Studio, and Fields functionalities. Through real-world examples and best practices, you’ll gain practical insights into configuring and utilizing different field types to meet your organization’s specific needs.

Contents: We’ll start by providing detailed insights into various field types, including text, numbers, structured data, and special fields. Each field type will be examined in depth, covering its details, use cases, limitations, and built-in functionalities within SuiteCRM. Through hands-on exercises and demonstrations, you’ll learn how to leverage these field types effectively to capture and organize critical information within your CRM system.

Training: Throughout the workshop, we’ll emphasize real-world use cases to illustrate the practical application of different field types and data structures. From lead management to customer segmentation, we’ll explore how each field type can be utilized to streamline business processes, improve data accuracy, and enhance decision-making.

Field Types or Categories:

Text Fields: Learn how to capture and store textual information, such as customer names, addresses, and descriptions.
Number Fields: Explore numerical fields for storing quantitative data, including sales figures, quantities, and monetary values.
Structured Data Fields: Dive into structured data fields, such as dropdown lists, checkboxes, and radio buttons, to standardize data entry and ensure consistency.
Other/Special Fields: Discover special field types like date fields, email fields, and URL fields, and understand their unique functionalities and applications within SuiteCRM.

By the end of the SuiteCRM Field Workshop, you’ll have a solid understanding of SuiteCRM’s field types and data structures, empowering you to optimize your CRM configuration and drive greater efficiency and effectiveness in your organization’s CRM processes. Join us on this journey to unlock the full potential of SuiteCRM!

Course Curriculum

Chapter 1: Intro

Lecture 1: Intro – SuiteCRM Fields Overview

Chapter 2: Text Fields

Lecture 1: Text fields overview

Lecture 2: The text field

Lecture 3: The text area field

Lecture 4: The address field

Lecture 5: The WYSIWYG field

Lecture 6: The URL field

Lecture 7: The text block field

Chapter 3: Number fields

Lecture 1: Number fields overview

Lecture 2: The number / integer field

Lecture 3: The float field

Lecture 4: The decimal field

Lecture 5: The currency field

Lecture 6: The phone number field

Chapter 4: Structured data fields

Lecture 1: Structured data fields overview

Lecture 2: The drop down field

Lecture 3: The multi select field

Lecture 4: The dynamic dropdown field

Lecture 5: The checkbox field

Lecture 6: The date and date-time fields

Chapter 5: Requirement analysis / Training

Lecture 1: Training 1: Language

Lecture 2: Training 2: Lead Source

Lecture 3: Training 3: Backend integration

Lecture 4: Training 4: Multiple Business Processes

Lecture 5: Training 5: Lead details

Instructors

Bastian Hammer
IT Berater

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5 stars: 4 votes

Frequently Asked Questions

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!

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