CRM & Reporting Quiz

At the top of the drop-down, there's a blank space. Type the new item into it.

You can't customize drop-down lists in Function Point.

In the "List Maintenance" section of the "Admin" area.

True

False

Pin it to a colleague's dashboard.

Create a task from it.

Attach a file to it.

All of the above.

Duh. Ask him.

Click the "Pin" button on the "Note Details" page, and look under the "Read" column.

The note title will include "(read)".

The note disappears from the system.

Close Probability

Qualification

Classification

True. Each report has a very specific purpose.

False. Even "ready-made" reports in Function Point are pretty customizable.

View the "Reports by Role" handout, available on the Training Site.

Ask your fp. Consultant.

Check out the Function Point YouTube channel, and search for "Reports".

Make your own custom reports by entering different criteria in your system's "Find" pages, and check out the different printout options.

Explore the "Reports" area to find ready-made reports.