Usage: Similar to Customer Type, Customer Specialties provide information to identify customers' specialties.
Navigation: File > Global Settings > CRM Lists > Customers > Specialties
Specialties Maintenance form
1.Click 2.Enter the new Specialty type name. 3.Click |
1.Select the Specialty type record you wish to update by clicking on it. 2.Click 3.Enter new name in the Specialty type field. 4.Click |
1.Select the Specialty type 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: