Preview DIY SuiteDash® Implementation - Advanced

Back

INTRODUCTION

How to Use this Course

Introduction

The Method

Thinking Outside the Box

Disclaimer

Additional Information

Confidence check

DESIGN YOUR SYSTEM

Plan Your Process

PLANNER-Process

PLANNER-Transactions

Categories

PLANNER-Categories

Custom Fields

PLANNER-CustomFields

Calendar

PLANNER-Calendar

Billing

PLANNER-Billing

CRM

PLANNER-CRM

Projects

PLANNER-Projects

Marketing

PLANNER-Marketing

Files

PLANNER-Files

Forms

PLANNER-Forms

Pages and Workspaces

PLANNER-Workspaces

PLANNER-Pages

Pop-up Notices

PLANNER-Notices

Flows

PLANNER-Flows

Dashboards

PLANNER-Dashboards

Checkpoint

BUILD YOUR SYSTEM

Clean Your Menus

General Settings

Custom URL and Login

Staff and Team

Translations

Calendar Settings

Currency, Payments and Gateway

Billing Settings

CRM Settings

Project Settings

Marketing Settings

File Settings

Form Settings

Pages and Workspace Settings

Pop-up Notice Settings

Flows

Dashboard Settings

Set Your Home Page

TEST YOUR SYSTEM

Creating Your Test-user Accounts

PLANNER-TestUsers

Build Your Test Plan

PLANNER-Testing-and-Validation

Completing Your System Validation

Checkpoint

LAUNCH YOUR SYSTEM

Plan Your Launch

Training Your Team

PLANNER-Training

Test Data

Loading Real-time Data

Checkpoint

WRAP-UP

Wrapping Things Up

Preview - DIY SuiteDash® Implementation - Advanced