Customer - Customer Info - Staff tab

Service Billing Operations > Customers > Customer Info > Staff tab

The Staff tab maintains staff records for customers.

Actions

• New - 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.