Create A New Certification

Contacts can have certifications added to their records. There are two ways to do this. This help file will look at creating a certification and then adding this on mass to multiple records. 

To create a new certification, first go to Training > Certifications. 

This will load a list of all existing certifications. To create a new certification, select the "New Certification" button at the top right of this sub module. 

You are then taken to a new page, which will ask you to enter a certification name and a type. The name is a free text box, which will you to manually enter any name required. The certification type is a drop-down menu. Existing types will be displayed here. You can also create a new type by selecting the "Create new certification type" option from the menu. 

If you do need a new type, selecting "create new certification type" will load a small pop-up window. Creating a new type will only require a name, which is a free text box for you to enter any name, manually. After entering a name, to complete the creation, select the "Save" button. 

After assigning a name and a type, you can take this opportunity to assign contacts to the certification. You can find a help file on how to do this here. 

To save the certification for future use, select the "save" button at the top right.