CRM & Reporting Quiz

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

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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.
2.

You can do a "Company Find" by searching custom fields.
- A.
  
  True
- B.
  
  False
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.
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.
5.

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