Lesson #6 - Assignments

ONLY PERFORM ASSIGNMENTS IN SANDBOX

Assignments

INTRODUCTION TO CHANGE CONTROLS AND ISSUES
  1. No Assignment

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SETTINGS
  1. No Assignment

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ACCOUNT MODULES
  1. Toggle the Change Control module to "Off"
  2. After completing step #1, email a screenshot of your Dashboard with a subject of Lesson 6 Account Modules: [company] - [your last name] to training@zenqms.com
    • Example:
      • Lesson 6 Account Modules: Halted Pharmaceuticals - Lawrence
  3. Once you've emailed training@zenqms.com, toggle the Change Control module to "On"

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NOTIFICATIONS
  1. Change your Signatures notification setting to "Immediately"

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AUDIT TRAIL
  1. Filter the audit trail table by Module, select the "Settings" module
  2. Export the data to CSV
  3. Email the CSV file with a subject of Lesson 6 Audit Trail: [company] - [your last name] to training@zenqms.com 
    • Example:
      • Lesson 6 Audit Trail: Halted Pharmaceuticals - Lawrence

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ACCOUNT ROLES
  1. Create a user role called Lesson 6 Role - [your last name]
    • Example:
      • Lesson 6 Role - Lawrence
  2. Add your username to the new user role

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ACCOUNT CUSTOM FIELDS
  1. Create an account custom field called Account Field - [your last name]
    • Example:
      • Account Field - Lawrence
  2. Select "Multiple Selection" for the field type
  3. Populate a few choices

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