CRM Departments

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CRM Departments

The CRM Department screen allows for the definition of departments that can be used to define which documents need to be approved by which departments.


The Dept. Code is an alpha numeric 3-digit code and can be any combination as required. In the screenshot below, we have used a 3-digit numeric code, padded with leading zeros, but that does have to be the case. We could have used ENG for an engineer, ACC for sales, WRK for workshop etc.




Use the New button, Cancel, Save & Delete buttons to add, save and remove department codes. To leave a code in place but not make it available, mark the code as Blocked