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Standard System Admin and User Guide

The Standard System 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

The People, Company, Department, Location, and Task tables are used across functions, and they are documented on their own.
All other Agiloft tables are documented individually. If no subsection on reports is included, the table has no default Charts and Reports.

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