Certifications

Certification is a program, in which the vendor confirms the specialist's skills compliance with the criteria of the required expertise. The certificates issued in 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:

  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

YesAdd full title of the certification.
Short nameNoAdd abbreviated title of the certification.
VendorNoSpecify the certificatino vendor.

Certificates

Certificate is a proof of employee having a certain competence, issued by vendor. You can add certifications and keep track of the certificates issued from them. 

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
SpecialistNoSpecify the employee, to whom the certificate is issued.
CertificationYesSpecify the certification, based on which the certificate is issued.
NumberYesSpecify the certificate number.
Receiving DateNoSpecify the date when certificate is issued.
Expiration DateYesSpecify the date when the certificate becomes expired. 
CompanyNoSpecify the company of the employee, to whom the certificate is issued.