Usage:  

Some laboratories find it useful to track their customer affiliations to help to communicate and market to these customers. The list of such affiliations to choose from are created here.

 

Navigation: Administrator > Settings  or   V11 - Settingson Home Page > CRM Lists > Customers > Affiliations

V11 - CRM- Customers - Affiliation

Affiliation Maintenance form

hmtoggle_arrow1How to add a new Affiliation record:

1.Click V11 - new and the New Value(s) form will open.                

2.Enter the new Affiliation Name name.

3.Click V11 - Save and the new record will be added.
hmtoggle_arrow1How to update an Affiliation record:

1.Select the Affiliation record you wish to update by clicking on it.

2.Click V11 - modify long and the Edit Value(s) form will open.                            

3.Enter new name in Affiliation Name field. 

4.Click V11 - Save and the changes will be saved.
hmtoggle_arrow1How to delete an Affiliation record:

1.Select the Affiliation you wish to delete by clicking on it.

2.Click V11 - delete long

3.Select YES when prompted for confirmation. 

Please Note: The record will be deleted from the database, but you may add it back at any time.

 

See Also:

Settings for more options.