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: File > Global Settings > CRM Lists > Customers > Affiliations
Navigation: Customer > 2.Related Info > Affiliation
Affiliations form
1.Click 2.Enter the Member Id and select the Affiliation from the drop down list 3.Click for the record to be added |
1.Select the record you wish to edit by clicking on it in the grid 2.Click 3.Make any necessary changes and then click |
1.Select the record you wish to delete by clicking on it in the grid 2.Click 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. |