Usage:

Enter any available Education Courses that a customer, or any of it's Practice Doctors can attend. To be able to set up all data you should add Types and Methods records before entering any Courses. You need to define the type of course and what method was used when it was attended.

 

Navigation:   Administrator > Settings  or   V11 - Settingson Home Page > CRM Lists > Education > Courses

 V11 - CRM - Education - courses

Education Courses Maintenance form

hmtoggle_arrow1How to add a new Course:

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

2.Enter Course Description, Duration in hours and Instructor full name

3.Select a Course Type and Method. To have available options in the dropdown please make sure you have entered them previously in Type and Method forms.

4.Enter the Course Location

5.Click V11 - Save and the new record will be added.
hmtoggle_arrow1How to update a Course:

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

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

3.Make any necessary changes

4.Click V11 - Save and the changes will be saved.
hmtoggle_arrow1How to delete a Course:

1.Select the Course 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.