|
|
|
|
Customer - Customer Info - Staff tab
The Staff tab maintains staff records for customers.
Actions
- Add - Add a staff record.
- Edit - Edit a selected staff record.
- Delete - Delete a selected staff record.
- Send Message - Send a message to a selected staff member.
Adding / Editing a Staff Record
- Full Name - The full name of a person within the organization.
- Department - The department the person is associated with. The department must be previously defined to display in this drop-down list.
- Supervisor - The person this staff member reports to. The Supervisor must be previously defined as a staff member in the same department.
- Title - The person's title in the organization.
- Function - The function the person performs in the organization.
- Phone Number - The person's direct phone number.
- Email Address - The person's email address.
Topic 7114: Send Feedback. Download a PDF of this online book from the first topic in the table of contents. Print this topic.