Master the core administrative functions that keep Maximizer CRM running smoothly. This class covers essential system preferences, user management, security configurations, and data integrity measures. Ideal for administrators responsible for day-to-day system operations and user support.

Agenda:

• Configuring Address Book, Accounts, and Client Service preferences
• Setting up and managing Duplicate Checklists
• Understanding Date Last Modified tracking
• Configuring System Fields and Mandatory Fields
• User management: adding new users and copying preferences
• Enabling, disabling, and managing user accounts
• Password reset procedures and security policies
• Understanding user rights, roles, and privileges
• Unlocking user accounts and managing lockout duration
• Password complexity requirements and enforcement
• Setting up Security Groups and Teams
• Implementing and managing system auditing
• Data backup and recovery considerations

Time:

120 minutes, with time for questions

Class Code: FSE-301

Class Type: Administrator Training Class