What is the function of the various Permissions in CRM

Let us review in detail the permissions for the CRM Module.   1. Allow changes to Sensitive Lead Data This permission allows you to change critical lead information. If this permission is ON, then you would be able to change the lead’s Active Status or make changes to the source through which the lead knew …

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What is the function of the various permissions in CallBox

Let us review in detail the permissions for the CallBox Module.   1. View Other Call Center Appointments This permission is useful if you have more than one contact center operating to manage all your incoming calls. These calls can be from your existing patients or prospects. With the permission ON, the agent is able …

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What is the function of the various Permissions in Inventory

Let us review in detail the permissions for the Inventory Module.   1. Update Stock Manually This allows the staff to update the Inventory stock manually. This permission should be given to the Pharmacist who may require periodical updating of¬†Inventory stock during a stock take. 2. Inventory¬†Authorizations This allows you to Authorize the Inventory stock …

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How to Assign Loyalty Points Manually to a Patient.

A Loyalty Program allows Patients to earn points by spending a certain amount and lets them redeem the points in future purchases. Being able to assign Points manually to a patient gives you greater control over rewarding your patients. This is something that you may use when a Patient leaves a Good Review about the …

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