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en:cbcert [2019/04/17 13:29] joebordes [Administrator/Implementor Level coreBOS Certification Program] |
en:cbcert [2019/05/29 18:51] (current) joebordes [Administrator/Implementor Level coreBOS Certification Program] |
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| ===== User Level coreBOS Certification Program ===== | ===== User Level coreBOS Certification Program ===== | ||
| - | * Introducción a CRM | + | * CRM/ERP Concepts |
| - | * Introducción a coreBOS. Para qué sirve la aplicación. Mucho más que un CRM. | + | * Introduction to coreBOS. What is it capable of? much more than a CRM |
| - | *Proceso de Captación | + | * Lead Nurturing |
| - | *Proceso de Ventas | + | * Sales Process |
| - | *Soporte Post-Ventas | + | * Post-Sales Support |
| - | *Producción | + | * Production |
| - | *Actividades y Calendario | + | * Presentation of the application: layout |
| - | + | * Basic operation of all modules: list, detail, edit and related view | |
| - | * Informes | + | * Business Process: Application work concept |
| - | * Importación/Exportacion información | + | * Searches and Filters |
| - | * Integraciones con otras aplicaciones | + | * Activities and Calendar |
| - | * Presentación de la aplicación | + | |
| - | * Funcionamiento basico de todos los módulos | + | * Mass Operations and actions |
| - | * Proceso de Negocio: Concepto de trabajo de la aplicación | + | * Reports |
| - | * Otras funcionalidades | + | * Import/Export information |
| - | * Herramientas Externas | + | * Other functionalities |
| - | * Cómo empezar | + | * External Tools. Integrations with other platforms |
| + | * Where to start | ||
| * [[en:cbcert:user:index|Details]] | * [[en:cbcert:user:index|Details]] | ||
| Line 37: | Line 38: | ||
| ===== Administrator/Implementor Level coreBOS Certification Program ===== | ===== Administrator/Implementor Level coreBOS Certification Program ===== | ||
| - | * Instalacion en Windows y Linux | + | * Installation in Windows and Linux |
| - | * Administración usuarios y permisos | + | * GIT for implementors |
| - | * Herramientas Administración del Sistema | + | * Overview of all modules and fields: what is already there |
| - | * Personalizacion de campos y listas | + | * Users and Permissions Administration |
| - | * Importación/Exportacion información | + | * System Administration Tools |
| + | * Customization of modules, fields, and lists | ||
| + | * Translations | ||
| + | * Import/Export information | ||
| * Configuration tools | * Configuration tools | ||
| + | * Online help | ||
| + | * Menu Editor | ||
| * Global Variables | * Global Variables | ||
| * Business Actions | * Business Actions | ||
| * Business Maps | * Business Maps | ||
| - | * Flujos de Trabajo. Notificaciones | + | * Filter Management |
| - | * Plantillas EMail y Documentos | + | * BPM |
| - | * Administración de Inventario | + | * Workflows. Notifications |
| - | * Modulos y Extensiones | + | * Mail Converter |
| + | * EMail Templates and Documents (GenDoc) | ||
| + | * Inventory Management | ||
| + | * Modules and Extensions | ||
| * Best Practices | * Best Practices | ||
| * Step by Step instructions to set up a coreBOS | * Step by Step instructions to set up a coreBOS | ||
| Line 57: | Line 66: | ||
| ===== Developer Level coreBOS Certification Program ===== | ===== Developer Level coreBOS Certification Program ===== | ||
| - | * Instalación. Programas involucrados. Herramientas | + | * Basic programming guidelines |
| - | * Estructura directorio | + | * Installation. Programs involved. Tools |
| - | *Ejecución acciones. Como se llaman los scripts. | + | * Physical structure: where is the code? |
| - | *Base de datos | + | * Logical structure: from index.php to the template. structure of a module. MVC |
| - | *Scripts y Templates importantes | + | * Action Execution. How to execute a script |
| - | *Como modificar una plantilla | + | * Important scripts and templates |
| - | *vtLib | + | * How to modify a template |
| - | *Estructura de un modulo | + | * Structure of a module |
| - | *Desarrollando un modulo | + | * Database structure: where is the data? |
| - | *Depurando problemas | + | * Programming |
| - | *CRONs | + | * vtlib |
| - | *Introduccion a Webservice | + | * query generator |
| - | *Recomendaciones y consejos | + | * system infrastructure: sending emails |
| - | + | * Developing a module and extension | |
| - | + | * Debugging problems | |
| - | herramientas | + | * Extending: |
| - | estructura física: donde esta el código | + | * workflow |
| - | estrucutra lógica: desde index.php a la plantilla. estructura de un módulo. MVC | + | * hooks and event handlers |
| - | estructura módelo: donde están los datos | + | * service crons |
| - | programando: vtlib | + | * coreBOS Updater: how to keep your coreBOS up to date |
| - | extendiendo: workflow, event handler y service crons | + | * Introduction to Webservice |
| - | depurando | + | * Security |
| - | + | * Recommendations and advice | |
| - | + | ||
| * [[en:cbcert:devel:index|Details]] | * [[en:cbcert:devel:index|Details]] | ||
