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Sage Summit: C-0376 - Customizing, Configuring, and Administering Sage SalesLogix from the Web

by Employee on ‎07-16-2012 07:36 AM

Are you attending Sage Summit? If so, consider attending the following hands-on, customer training session taught by Jason Huber: C-0376 - Customizing, Configuring, and Administering Sage SalesLogix from the Web. Check out the table of content from the session workbook:

 

Web Administration Overview

  • Who Uses the Web Administrator?
  • What Sage SalesLogix Administrative Tasks Can I Do in Web that I Can’t Do in Windows?

Data Maintenance Tools for Sage SalesLogix Web

  • What Duplicate Checker Utility is Better?
  • Exercise 2.1: Check for Duplicate Records in the Web Client

User Maintenance Tools for Sage SalesLogix Web

  • Setting Field Security in the Web
  • Setting Roles and Secured Actions in the Web
  • Creating Custom Roles and Secured Actions in the Web
  • Exercise 2.2: Explore Custom Roles and Secured Actions (controls and smart parts)
  • Exercise 2.3: Create a Custom Administrator Role (pages and navigation)

Customization Tools for Sage SalesLogix Web

  • How Has the Traditional Build and Deploy Process Changed?
  • What Customizations Can I Make without the Application Architect?
  • Exercise 2.4: Add a Field to a Form

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What will you be able to do when you leave this session? Here are the updated session objectives:

  • Summarize the process of checking for duplicate records and handling the results inthe Web Client.
  • Explain the purpose of field security profiles, and summarize their implications for Sage SalesLogix Windows and Web Client users.
  • Identify different locations in the Web Client interface to which you can apply security, and discuss reasons for choosing one location over another.
  • Describe a scenario in which you could take advantage of the no deploy process in the Application Architect.
  • Describe what happens when you make a change to a form using the Form Manager in the Web Administrator.

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Feeling left out, Partners? Don't worry. Sage SalesLogix Partners who attend session P-0308 will receive content for both Sage SalesLogix hands-on customer sessions (C-0376 and C-0377 - Getting Your "Hands-On" Sage SalesLogix Mobile: New Features and Customization Best Practices).

Register Read Guidelines Request Partner or Employee Access

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