Usage: You can also keep track of any and all organizations or other affiliations that your doctors may belong to as well as the current membership numbers. For example, if you wish to keep track of the fact that one of your doctors is a member of the ADA and AGD associations, DLCPM makes it easy to simply click the Add button and enter the appropriate information.

 

Prerequisites:

Please make sure that you have entered:

•Affiliation -> Path: Administrator > Settings  or   V11 - Settingson Home Page > CRM Lists > Customers > Affiliations

 

Navigation: Customer > Related Info > Affiliation

V11 - Related Info - Affiliations

Affiliation tab

 

hmtoggle_arrow1How to enter a new record:

1.On Affiliation tab click Add.  

2.Enter the Member Id and select the Affiliation from the drop down list

3.Click V11 - Save for the record to be added    
hmtoggle_arrow1How to update a record:

1.Select the record you wish to edit by clicking on it in the grid

2.Click Edit.

3.Make any necessary changes and then click V11 - Save
hmtoggle_arrow1How to delete a record

1.Select the record you wish to delete by clicking on it in the grid

2.Click Delete

3.Select YES when prompted for confirmation

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

 

See also:

How to create a Customer