CRM & Reporting Quiz

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| By Fpuser

Fpuser

Community Contributor

Quizzes Created: 1 | Total Attempts: 94

Questions: 8 | Attempts: 94 | Updated: Mar 21, 2022

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View our CRM and Reports videos, and then test your knowledge.

Questions and Answers

1.

Where can you customize the contents of drop-down lists on the "Company Details" page?
- A.
  
  At the top of the drop-down, there's a blank space. Type the new item into it.
- B.
  
  You can't customize drop-down lists in Function Point.
- C.
  
  In the "List Maintenance" section of the "Admin" area.
Correct Answer
C. In the "List Maintenance" section of the "Admin" area.
2.

You can do a "Company Find" by searching custom fields.
- A.
  
  True
- B.
  
  False
Correct Answer
A. True
3.

What can I do with a note?
- A.
  
  Pin it to a colleague's dashboard.
- B.
  
  Create a task from it.
- C.
  
  Attach a file to it.
- D.
  
  All of the above.
Correct Answer
D. All of the above.
4.

How can I know if a colleague has actually read a note?
- A.
  
  Duh. Ask him.
- B.
  
  Click the "Pin" button on the "Note Details" page, and look under the "Read" column.
- C.
  
  The note title will include "(read)".
- D.
  
  The note disappears from the system.
Correct Answer
B. Click the "Pin" button on the "Note Details" page, and look under the "Read" column.
5.

What CRM value can you find on an "Estimate Add/Edit" page?
- A.
  
  Close Probability
- B.
  
  Qualification
- C.
  
  Classification
Correct Answer
A. Close Probability
6.

The reports from the previous question have no additional functions.
- A.
  
  True. Each report has a very specific purpose.
- B.
  
  False. Even "ready-made" reports in Function Point are pretty customizable.
Correct Answer
B. False. Even "ready-made" reports in Function Point are pretty customizable.
7.

How can I learn more about reports? Select all that apply.
- A.
  
  View the "Reports by Role" handout, available on the Training Site.
- B.
  
  Ask your fp. Consultant.
- C.
  
  Check out the Function Point YouTube channel, and search for "Reports".
- D.
  
  Make your own custom reports by entering different criteria in your system's "Find" pages, and check out the different printout options.
- E.
  
  Explore the "Reports" area to find ready-made reports.
Correct Answer(s)
A. View the "Reports by Role" handout, available on the Training Site.
B. Ask your fp. Consultant.
C. Check out the Function Point YouTube channel, and search for "Reports".
D. Make your own custom reports by entering different criteria in your system's "Find" pages, and check out the different printout options.
E. Explore the "Reports" area to find ready-made reports.

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Current Version
Mar 21, 2022

Quiz Edited by
ProProfs Editorial Team
Nov 18, 2013

Quiz Created by
Fpuser

CRM & Reporting Quiz

Where can you customize the contents of drop-down lists on the "Company Details" page?

You can do a "Company Find" by searching custom fields.

What can I do with a note?

How can I know if a colleague has actually read a note?

What CRM value can you find on an "Estimate Add/Edit" page?

The reports from the previous question have no additional functions.

How can I learn more about reports? Select all that apply.