Certification is a program in which the vendor confirms that a specialist has the skills required to get a certificate. The certificates issued under the program may differ depending on the directions, levels and other criteria.
Role required: crm_certificate_manager.
To create a certification, complete the steps below:
Navigate to CRM → Training & Certifications → Certifications.
ClickNewand fill in the fields.
ClickSaveorSave and exitto 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
A certificate is a confirmation issued by the vendor to an employee who has a certain competence. You can add certifications and track of the certificates issued based on them.
Role required: crm_certificate_manager.
To create a certification, complete the steps below:
Navigate to CRM → Training & Certifications → Certificates.
ClickNewand fill in the fields.
ClickSaveorSave and exitto apply the changes.
Certificate form fields
Field
Mandatory
Description
Specialist
No
Specify the employee to whom the certificate is issued.
Certification
Yes
Specify the certificationon the basis of which the certificate is issued.
Number
Yes
Specify the certificate number.
Receiving Date
No
Specify the date when the certificate is issued.
Expiration Date
Yes
Specify the date when the certificate becomes expired.
Company
No
Specify the company of the employee to whom the certificate is issued.
