Knowledge Base Articles

Managing Departments

To manage departments and windows, access ‘Departments’ module through the Settings tab. The list of existing departments will be shown. If you’re looking for a specific department, simply type the name on the search bar.

2017-12-11_15-09-55.png

Adding Departments

To add a department, click the add icon. The add department modal will appear. Enter the department name, remarks, location and choose whether it is Consultation, Transactional – Department, Transactional – Multi-Department then finally, click ‘Save’ when you’re done.

2017-12-12_08-30-32.pngUpdating A Department

To update a department, click the corresponding ellipsis button of your selected department and select ‘Update Department’. The edit department modal will appear. Input the necessary changes, choose whether it is Consultation, Transactional – Department, Transactional – Multi-Department and also input a department prefix then finally, click ‘Save’ when you’re done.

prefix

Note: To add a Department Prefix, type the departments abbreviation (two letters at the most) in the provided space.

2017-12-12_10-22-02.png

Removing A Department

To remove a department, click on the corresponding ellipsis of your selected department and select ‘Remove Department’. The Remove Department modal will appear. Click Remove to delete the department.

2017-12-12_10-27-24.png

Managing Windows

To manage windows in a department, click the corresponding ellipsis of your selected department and select ‘Manage Window’. The manage window modal will appear. To add a new window, click the add button. To delete a window, click on the trash bin icon beside the specific window. To rename a window, put the cursor on the name of the window and input necessary changes.

 

Discussion

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s