Workers

These articles describe the use of the Workers module, including the creation of a worker record and the recording of training details.

Record Training Completed

The Training Completed sub-panel allows you to record and track training programs your workers have completed in order to perform their...
Add a Worker

The Workers module allows your organisation to record details about your employees, and provide you with a snapshot of their contact information,...
Saving a Search

Every list in your CRM database is searchable. While each list contains slightly different information, the searching functionality is common...