What are Designations
Designations are used to assign to professionals and they assist with units of values which flow through to the Contact Log
To Access Designations
Access designations via: Masters - Main Masters - Designation.
To Add a Designation
- Select Add New Designation.
- Fill in the mandatory fields and press the green tick to save.
To Inactivate/Edit a Designation
- Select the Pencil icon next to the Designation.
- Change the status to Inactive and click the green tick.
