Administration 101
Navigate the administration section like a pro:
- Setup users and database level restriction
- Lock in user restrictions
- Personalise your interface
- Create additional defined periods, and more
Presented by
Clare Coulston
Customer training consultant
Database designer
Refine your database creation skills.
This session covers how to:
- build your database in designer
- data mapping
- notifications and alerts
- troubleshoot potential pitfalls
Presented by
Peter Bushell
Solutions consultant
Budget builder
Use Phocas to generate a budget based on previous sales.
This session covers how to:
- Build next year's sales budget using Phocas Budgeting and Forecasting
- Create a budget over multiple dimensions (e.g reps and product class)
- Tips and tricks to get the most out of your Phocas budget
Presented by
Harry Eldridge
Pre-sales lead
Jonathan Notman
Pre-Sales consultant