Usage: Similar to Customer Type, Customer Specialties provide information to identify customers' specialties.

 

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

V11 - CRM- Customers - Specialties

Specialties Maintenance form

hmtoggle_arrow1How to add a new Specialty:

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

2.Enter the new Specialty type name.

3.Click V11 - Save and the record will be added.
hmtoggle_arrow1How to update a Specialty type record:

1.Select the Specialty type 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 the Specialty type field. 

4.Click V11 - Save and changes will be saved.
hmtoggle_arrow1How to delete a Specialty type record:

1.Select the Specialty type 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.