Dental Lab Customer & Production Management

Customer Affiliations

Customer Affiliations

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Customer Affiliations

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Usage:  

The Affiliations sub-tab allows you to keep track of any organizations your customers belong to or other affiliations they have. For example, if you wish to keep track of the fact that one of your doctors is a member of the ADA or AGD associations, that information can be logged here.

 

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:

1.Click V9 - Add.  

2.Enter the Member Id and select the Affiliation from the drop down list.

3.Click V9 - Save to add the new affiliation record.    
hmtoggle_arrow1How to update a record:

1.Select the record you wish to edit.

2.Click V9 - Edit. 

3.Make any desired changes and then click V9 - Save
hmtoggle_arrow1How to delete a record

1.Select the record you wish to delete.

2.Click V9 - Delete.

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.