Usage: Some laboratories find it useful to track their customer affiliations to help to communicate and market to these customers. The list of such affiliations to choose from are created here.
Navigation: File > Global Settings > CRM Lists > Customers > Affiliations
Affiliation Maintenance form
1.Click and the New Affiliations form will open. 2.Enter the new Affiliation Name name. 3.Click and the new record will be added. |
1.Select the Affiliation record you wish to update by clicking on it. 2.Click and the Modify Affiliations form will open. 3.Enter new name in Affiliation Name field. 4.Click and the changes will be saved. |
1.Select the Affiliation you wish to delete by clicking on it. 2.Click 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: