coreBOS Certification Program

The coreBOS Certification Program is divided into three parts:

User Level: which teaches you to fully understand and use all parts of the application as a user.
Administrator/Implementor Level: which teaches you to configure and adapt the application to the needs of the users.
Developer Level: which teaches you how to use coreBOS as a development platform oriented towards business processes.

Let's see what each level contains.

User Level coreBOS Certification Program

CRM/ERP Concepts
Introduction to coreBOS. What is it capable of? much more than a CRM
- Lead Nurturing
- Sales Process
- Post-Sales Support
- Production
Presentation of the application: layout
Basic operation of all modules: list, detail, edit and related view
Business Process: Application work concept
Searches and Filters
Activities and Calendar
Email
Mass Operations and actions
Reports
Import/Export information
Other functionalities
External Tools. Integrations with other platforms
Where to start

Installation in Windows and Linux
- GIT for implementors
Overview of all modules and fields: what is already there
Users and Permissions Administration
System Administration Tools
Customization of modules, fields, and lists
Translations
Import/Export information
Configuration tools
- Online help
- Menu Editor
- Global Variables
- Business Actions
- Business Maps
- Filter Management
BPM
- Workflows. Notifications
- Mail Converter
EMail Templates and Documents (GenDoc)
Inventory Management
Modules and Extensions
Best Practices
- Step by Step instructions to set up a coreBOS
- Teaching your users

Basic programming guidelines
Installation. Programs involved. Tools
Physical structure: where is the code?
Logical structure: from index.php to the template. structure of a module. MVC
- Action Execution. How to execute a script
- Important scripts and templates
- How to modify a template
- Structure of a module
Database structure: where is the data?
Programming
- vtlib
- query generator
- system infrastructure: sending emails
Developing a module and extension
Debugging problems
Extending:
- workflow
- hooks and event handlers
- service crons
coreBOS Updater: how to keep your coreBOS up to date
Introduction to Webservice
Security
Recommendations and advice