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
Administrator/Implementor Level coreBOS Certification Program
- Installation in Windows and Linux
- 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
Developer Level coreBOS Certification Program
- 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