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Certifications
Certification is a program , in which the vendor confirms that a specialist possesses has the skills required to get a certificate. The certificates issued in under the program may differ depending on the directions, levels and other criteria.
| Tip |
|---|
Role required: crm_certificate_manager. |
To create a certification, complete the steps below:
- Navigate to CRM → Training & Certifications → Certifications.
- Click New and fill in the fields.
- Click Save or Save and Exitexit to apply the changes.
Certification form fields
| Field | Mandatory | Description |
|---|---|---|
Full name |
| Y | Add the full title of the certification. |
| Short name |
| N | Add |
| a short name of the certification. |
| Vendor |
| N | Specify the certification vendor. |
Certificates
Certificate A certificate is a proof issued confirmation issued by the vendor of to an employee possessing who has a certain expertisecompetence. You can add certifications and keep track of the certificates issued from based on them.
| Tip |
|---|
Role required: crm_certificate_manager. |
To create a certification, complete the steps below:
- Navigate to CRM → Training & Certifications → Certificates.
- Click New and fill in the fields.
- Click Save or Save and Exitexit to apply the changes.
Certificate form fields
| Field | Mandatory | Description |
|---|---|---|
| Specialist |
| N | Specify the employee |
| to whom the certificate is issued. |
| Certification |
| Y | Specify the certification |
| on the basis of which the |
| certificate is issued. |
| Number |
| Y | Specify the certificate number. |
| Receiving Date |
| N | Specify the date when the certificate is issued. |
| Expiration Date |
| Y | Specify the date when the certificate becomes expired. |
| Company |
| N | Specify the company of the employee |
| to whom the certificate is issued. |
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