CRM & Reporting Quiz

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| By Fpuser
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Fpuser
Community Contributor
Quizzes Created: 1 | Total Attempts: 94
| Attempts: 94
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  • 1/8 Questions

    What can I do with a note?

    • Pin it to a colleague's dashboard.
    • Create a task from it.
    • Attach a file to it.
    • All of the above.
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About This Quiz

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

Reporting Quizzes & Trivia

Quiz Preview

  • 2. 

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

    • Close Probability

    • Qualification

    • Classification

    Correct Answer
    A. Close Probability
  • 3. 

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

    • 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.

    Correct Answer
    A. In the "List Maintenance" section of the "Admin" area.
  • 4. 

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

    • True

    • False

    Correct Answer
    A. True
  • 5. 

    The reports from the previous question have no additional functions.

    • True. Each report has a very specific purpose.

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

    Correct Answer
    A. False. Even "ready-made" reports in Function Point are pretty customizable.
  • 6. 

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

    • 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.

    Correct Answer
    A. Click the "Pin" button on the "Note Details" page, and look under the "Read" column.
  • 7. 

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

    • 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.

    Correct Answer(s)
    A. View the "Reports by Role" handout, available on the Training Site.
    A. Ask your fp. Consultant.
    A. Check out the Function Point YouTube channel, and search for "Reports".
    A. Make your own custom reports by entering different criteria in your system's "Find" pages, and check out the different printout options.
    A. Explore the "Reports" area to find ready-made reports.

Quiz Review Timeline (Updated): Mar 21, 2022 +

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  • Current Version
  • Mar 21, 2022
    Quiz Edited by
    ProProfs Editorial Team
  • Nov 18, 2013
    Quiz Created by
    Fpuser
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