CRM

Participant- Edit and Delete Participants

This article will cover How to edit the Participant details How to delete participant Note: To edit the participant details you need to have Permission : Participant & ...

Add Participant

In this article we will cover : Overview Add New Participant Adding an Contact for Participant Funding Invoices Overview Before generating a shift for a participant, yo ...

How to Delete a Funding

Deleting a funding means permanently removing a specific funding source for participant from the system. This action ensures the specific funding can no longer be used for assigning shifts.

Contact View

A contact refers to an individual or an organization whose details are stored in the system for communication and business purposes.

How to Manage Contacts

In this article we will learn about How to add Contacts How to Edit Contacts How to Delete Contacts Note : To Create new Contacts you will need to have Permission : C ...

How to Add Funding for a Participant

In this article we will learn how to create funding for participant Note : To view a funding tab you need to have Permission : Participant > Participant_Funding >> V ...

Archive / Unarchive Participant

Overview Archiving and unarchiving participants in a system offer an efficient way to manage data. Organizations can reduce clutter, enhance system performance, and maintain compl ...