Employee Register

This function allows you to set up BASS employees that will be used to represent Service Managers and Key Account Managers when dealing with specific customers, and Reporting Managers of BASS employees. If you have the appropriate access rights, you will also be able to modify and delete records in this register.

Screen Navigation: Administration - Registers - Employee


Creating a New Employee

To create a new employee:

 

1. From the CRM main menu, open the Administration tab and select Registers.

 

2. The Registers screen will be displayed. Click Employee and the employee codes that have been previously created will be displayed on the screen.

 

3. To create a new employee record, click Add new record.

 

 


 The Company's Detail page will be displayed.

 

  


 The following table provides you with more information on the available fields:

Field

Description
First Name Enter the first name of the employee.
Last Name Enter the last name of the employee.
Initial Enter the initials of the employee.
Title Select a title for the employee, i.e. Mr., Mrs., Capt., etc.
Gender Select the gender of the employee, i.e. Male, female.
Department Select the department in which this employee works. For example, Research & Development, Service & Support, etc.
Country Select the country in which this employee resides.
Report To Select from the list of available contacts to whom this employee reports.

Active

 Select this check box if the employee is still active.
 
4. After you have entered all the necessary information, click Save.



  

Editing Employee Codes

To edit employee codes:

 

1. From the CRM main menu, open the Administration tab and select Registers.

 

2. The Registers screen will be displayed. Click Employee and the employee codes that have been previously created will be displayed on the screen.

 

3. To edit an existing employee code, click the link under the Name column.

 

 


4. You may then edit the details of the employee code in the available fields.

5. Click Save to save the changes you have made.

 


Deleting Employee Codes

To delete employee codes:

 

1. From the CRM main menu, open the Administration tab and select Registers.

 

2. The Registers screen will be displayed. Click Employee and the employee codes that have been previously created will be displayed on the screen.

 

3. To delete an employee code, click the Delete button (X).

 

 


4. Click OK to confirm the deletion of the employee code.