Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Designations flow into our Contact Log (CRM) - Customer Relationship Management (CRM) / Contact Log

...

Table of Contents

To Access Designations

  1. Masters - Main Masters - Designation

...

To Add a Designation

  1. Select Add New Designation

    Image Added
  2. Fill in Mandatory Fields and press the Green tick to save

    Image Added

To Inactive Designation

  1. Select the Pencil next to the Designation

    Image Added
  2. Change Status to Inactive and Click Green Tick

    Image Added