FAQ - USER PROFILE

How to CHANGE the CONSULTANT ASSIGNED to a CLIENT
When an operator creates a user profile, the system automatically considers that person as the user's consultant. The consultant can be changed by clic...
Wed, 27 Mar, 2019 at 3:15 PM
How to ACCESS USERS' PROFILES by SCANNING their CARD
You ca open a user's profile by scanning the card from the Front Office page. Just place the cursor in the search field and click on scan card to read i...
Tue, 26 Mar, 2019 at 5:23 PM
How to FIND the USER'S CODE
The user code is useful to identify a user profile and it is made up of a sequence of numbers.  To find out the user's code, open the user's profi...
Fri, 29 Mar, 2019 at 3:13 PM
How to DELETE a USER PROFILE
To delete a user profile that has just been created, click on Edit under the user's picture, then on Actions and then Delete.  If however there are oth...
Tue, 4 Jan, 2022 at 2:14 PM
How to ADD a PICTURE to the USER PROFILE
To add a picture to the user profile click on the image  then choose a picture from a folder of the computer through the Browse button and then Save C...
Mon, 13 Jan, 2020 at 5:46 PM
How to ASSIGN TAGS
Tags are filters that can be applied to the user profile to help during marketing searches and analysis, the application of automatic promotions, block acce...
Wed, 15 Apr, 2020 at 2:41 PM