The Standard System This guide describes the out-of-the-box setup of the Standard Knowledgebase (abbreviated KB) includes a large number of prebuilt business functions to make it easy to start managing several business processes with Agiloft without having to build them from scratch. When you set up a free hosted Knowledgebase or download and install the Standard System KB, you select the functions you want to enable. The functions that you check will be visible to the appropriate groups of users as described below. Those that you do not check will be deactivated so that their presence on the screen will not be distracting. They can be activated at any time from the Setup > Tables menu if you decide to use them.

• Need an application to manage external-facing customer support operations, internal helpdesk support functions, or both? Check our Service Desk Operation Tables.
• Looking for a product to help you with Project Management, purchase orders, hours and billing? Check the Project and Task Management section.
• Need a Sales CRM system to manage new leads, opportunities, quotes, and assess marketing campaign results? Look at the Sales CRM Tables.
• View the Contract Management Tables or the Document Management Tables section to find out more about the pre-built contract and document management functionality in the Standard System KB.

Modules and Tables Documentation

This documentation describes the use of and configuration of all of the tables included in the Standard System Knowledgebase. Most tables are grouped by the primary function that they support, so that you can focus on the portions of the Standard System KB that are most applicable to your use of Agiloft. Tables are grouped by the following business functions:

• Support Operations
• Contract Management
• Project Management
• Sales CRM
• Document Management
• Surveys

. It divides the system into several large functional areas and then describes the tables that are used in those functional areas.

The 

Following is a general overview of what is included:

• Admin Setup Menu – an overview of the Setup menu options
• End User Interface – introduction to the end user interface
• User Roles – overview of managing user permissions and the default user roles.
• Background Tables – background tables are used by multiple modules and store basic information about people, places, and organizations.
• Global Process Tables – approvals, tasks, and time entries are used with several modules including contract management and service desk.
• Contract Management – manage the contract lifecycle, including e-signature and approval workflows.
• Service Desk Operation – create an internal or external helpdesk.
• Project Management – organize projects and manage purchase orders.
• Sales Automation and CRM – track and automate sales leads, opportunities, and quotes.
• Document Management Table - the Documents table holds records for published documents.
• System Tables – includes tables that manage other automation and functions, including the EUI Templates Table and Replacement Variables Table

Who Should Read This?

This guide is primarily intended to be used by admin users or system designers who need structural information about the Standard