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Now that you've gone though all the content of the SAM 1 training, I have a few exercises and questions to suggest so you can get a bit more comfortable with Secutix and fix the most important elements. Try not to peek at the answers beforehand!


1 - Create a public individual contact file

How to create a contact file

2 - Create a structure contact file

How to create a contact file, same but from the "Structure" menu in the contact module.

3 - Create a relay contact file. There are several ways to do it, would you be able to list them?

  • From the structure contact file you can create its relays
  • Creating a public individual contact + creating a structure contact file and linking them: You can link them starting from either one!
  • From the public individual contact file you can also create a new structure contact when searching to link them to a structure

4 - Why shouldn't you turn a public individual contact file with a history into a relay?


5 - What's the difference between the cultural, purchase, attendance and financial history?


6 - Search for all the relays of a popular school name in your region (eg. Jules Ferry)


7 - You have to find the contact file of someone that just called, but you just understood the end of their family name. How would you search for it?




CONGRATULATIONS! YOU FINISHED THE TRAINING!




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