Dental Lab Customer & Production Management

Customer Affiliations Maintenance

Customer Affiliations Maintenance

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Customer Affiliations Maintenance

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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

    V12 - Related Info - Affiliations

Affiliations form    

hmtoggle_arrow1How to enter a new record:

hmtoggle_arrow1How to update a record:

hmtoggle_arrow1How to delete a record