Learning modules

Learning module

Phocas for new users

4 videos
12:02 total

This module for beginners takes you through getting started in Phocas and doing some simple analysis to get fast results from your data. These videos introduce you to features that you will be using every day.

  • Video 1: Phocas quickstart
  • Video 2: Select and change periods
  • Video 3: Save a favorite
  • Video 4: Freeze the properties column
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Learning module

Administration: Setting up users

6 videos
18:08 total

This module covers the essentials of setting up new users in Phocas. Add users, set passwords and manage access to data via restrictions, profiles and permissions.

  • Video 1: Create a new user
  • Video 2: Clone a user
  • Video 3: Manage site-wide profiles
  • Video 4: Manage user-specific profiles
  • Video 5: Manage user restrictions
  • Video 6: Reset and expire passwords
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Learning module

Administration: Advanced

5 videos
17:20 total

Learn about advanced administration options, including managing how data is shared by your users and how to exclude weekends and public holidays from your results.

  • Video 1: Manage favorites
  • Video 2: Manage dashboards
  • Video 3: Manage folders
  • Video 4: Manage user subscriptions
  • Video 5: Create a Working Days calendar
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Learning module

Administration: Defined periods

3 videos
11:22 total

Administrators decide what defined periods (date ranges) appear in the Period dropdown menu for each database.  Learn how to maintain these.

  • Video 1: Add a defined period to the Periods menu
  • Video 2: Add a defined period using Dynamic Month option
  • Video 3: Add a defined period using Special Offsets (days)
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Learning module

Rebates by Phocas

9 videos
16:08 total

Phocas Rebates allows you to calculate and manage the various types of rebates you pay and receive, using the information in a Phocas database. Learn how to use Phocas Rebates, from setting up your first Rebates project though to calculating and posting rebates.

  • Video 1: Rebates: Create a Rebates project
  • Video 2: Rebates: Create a fixed amount rule
  • Video 3: Rebates: Create a percentage rule
  • Video 4: Rebates: 'Pro rata' feature
  • Video 5: Rebates: Alternate bracket
  • Video 6: Rebates: Calculate and post
  • Video 7: Rebates: Growth rebates
  • Video 8: Rebates: Scheduled calculations
  • Video 9: Rebates: Near miss
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Learning module

Administration: Profiles, permissions and restrictions

3 videos
9:22 total

A user's profile determines what they can do in Phocas. This module covers assigning profiles and permissions to groups of users or individuals.

  • Video 1: Manage site-wide profiles
  • Video 2: Manage user-specific profiles
  • Video 3: Manage user restrictions
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Learning module

Periods (date ranges)

3 videos
10:24 total

The data you see in the grid is determined by the period (or date range) you have selected. Learn about selecting, changing and creating periods in Phocas.

  • Video 1: Select and change periods
  • Video 2: Create your own defined period (dynamic month)
  • Video 3: Create your own defined period (days)
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Learning module

Charts

5 videos
11:33 total

Switching from grid to chart view opens up options for various graphical presentation of your data. This module covers basic chart setup through to advanced configuration, with a detailed look at some chart types.

  • Video 1: Turn data into a chart
  • Video 2: Chart options
  • Video 3: Bullet charts
  • Video 4: Summary charts 1
  • Video 5: Summary charts 2
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Learning module

Administration: Setting up users (advanced)

2 videos
6:59 total

If you're experienced in Phocas administration, learn how to save time with features for administrators with multiple users.

  • Video 1: Importing users with CSV Import
  • Video 2: Bulk update users
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Learning module

Phocas CRM

13 videos
22:11 total

Phocas CRM is a simple way to keep on top of your business’s customer relationship management. This module takes you through logging and monitoring your sales activity and how to easily see its impact on sales results.

  • Video 1: CRM: The 4 activity types
  • Video 2: CRM: View all activities
  • Video 3: CRM: Add a task
  • Video 4: CRM: Add a phone log
  • Video 5: CRM: Add a meeting
  • Video 6: CRM: Add a note
  • Video 7: CRM: Add an activity directly from Phocas
  • Video 8: CRM: Create a campaign
  • Video 9: CRM: Create a contact
  • Video 10: The CRM analysis dashboard
  • Video 11: My Agenda in CRM
  • Video 12: CRM: Create tasks for multiple customers
  • Video 13: CRM account mapping
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