Positions

Positions allows you to set various roles that individuals may have within their company. These can be applied in the Client Wizard, when creating or editing a client. Positions can be used in conjunction with Classifications to group similar roles.

Open the Configuration Manager by choosing Manage > Configuration from the menu. The Configuration Manager displays an alphabetically ordered explorer tree.

• Adding a new position
• Editing an existing position
• Deleting a position
• Merging client positions
• Viewing the position report
• Viewing the client position report

Adding a new position

• Right-click Position and choose Add new position.

This will open the Position Wizard:

• Enter a Code for the position.
• Enter a Name for the position.
• Optionally, select a Classification for the position, or click the  icon to create a new Classification.
• This position is inactive indicates if the Position should be archived. If ticked, the position will be added/moved to the Archived positions branch.
• Optionally provide a Description for the Position.
• Click Next and then Finish.

Editing an existing position

• Expand Positions.
• Right-click the position and choose Edit position.

This will open the Position Wizard, where you can make changes.

Deleting a position

• Expand Positions.
• Right-click the position and choose Delete position.
• Click Yes when asked to confirm the delete.

If an error occurs, the Position has likely been used previously and is included in historical data. In this case, you will need to archive the code to remove it from active use.

Merging Client positions

• Expand Positions.
• Right-click the position you wish to merge and choose Merge other positions:
  
• This will open the Merge Positions Wizard: 
  
• Tick the Use box against any record you with to merge into the Master Record.
  
  
  The selected items will be deleted and any attached data will be migrated to the Master Record.
   
• Press next, then click Yes when asked to confirm the merge.
  

Viewing the position report

This report lists all the positions. It includes their classification (if any) and if they are active.

• Right-click Positions and choose Show position report.

The report will be displayed in a new tab/window.

Viewing the client position report

This report lists all the clients that are assigned the selected position. It includes their address and contact numbers, where available.

• Expand Positions.
• Right-click the desired position and choose Show client position report.

The report will be displayed in a new tab/window.

RELATED: Classifications (Configuration)