Instructors Geert & Will

"Learn the basics on how to access Cerm modules, look up data and how you can adjust the view of each module so it best fits your needs."

  • 1

    Welcome

    • Hello!

    • 5S for MIS

  • 2

    Accessing Cerm

    • Accessing Cerm

    • Explanation standard workflow based on the Cerm explorer

  • 3

    Searching in Cerm

    • Introduction

    • Search in customer module via search in navigator

    • Search in customer module via look up button

    • Save search profile (1 search)

    • Save search profile (Several criteria and custom date value)

    • Search in Sales order module

    • Conclusion

  • 4

    Using grids

    • Introduction

    • Select and move within a grid

    • Sort rows and columns

    • Group data

    • Filter data

    • Change the grid layout

    • Store grid-profiles

    • Export & print

    • Charts & pivots

  • 5

    Using menus

    • Customize general menu bar

    • Menu bar in the modules

    • Quick menu's in wizard and other buttons

    • Navigator

    • Scheduling overview and details pane

  • 6

    Advanced

    • Introduction

    • Data grid conditional formatting

  • 7

    Feedback

    • Feedback form Look & Feel

Social proof: reviews

5 star rating

Good to know

Maik Makulski

There are many small but important hints that makes your CERM live easier

There are many small but important hints that makes your CERM live easier

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5 star rating

Thank you

Utkan Hangisi

Thank you for this good explanation. Its really helpful for users and administrators.

Thank you for this good explanation. Its really helpful for users and administrators.

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5 star rating

Look & Feel on Cerm Searching was done well

Chris Gullett

Will T did a great job of explaining the Cerm look up features

Will T did a great job of explaining the Cerm look up features

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4 star rating

Basics

Vince Maltese

Great introductory course in CERM

Great introductory course in CERM

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5 star rating

Very good information!

Urmet Külaots

5 star rating

excellent

Yannis Sofias