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changes.mady.by.user Dina Baksheeva

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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:

  1. Navigate to CRM → Training & Certifications → Certifications.
  2. Click New and fill in the fields.
  3. Click Save or Save and exit to apply the changes. 

Certification form fields

FieldMandatoryDescription

Full name

YesYAdd the full title of the certification.
Short nameNoNAdd abbreviated title of a short name of the certification.
VendorNoNSpecify the certification vendor.

Certificates

Certificate A certificate is a proof issued confirmation issued by a 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:

  1. Navigate to CRM → Training & Certifications → Certificates.
  2. Click New and fill in the fields.
  3. Click Save or Save and exit to apply the changes. 

Certificate form fields

FieldMandatoryDescription
SpecialistNoNSpecify the employee, to  to whom the certificate is issued.
CertificationYesYSpecify the certification, based on the basis of which the certificate  certificate is issued.
NumberYesYSpecify the certificate number.
Receiving DateNoNSpecify the date when the certificate is issued.
Expiration DateYesYSpecify the date when the certificate becomes expired. 
CompanyNoNSpecify the company of the employee , to whom the certificate is issued.


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