The core how to guides for managing records. ALTA Staff (full and part time) are are assigned the customer management role to perform following tasks listed.
- Adding / Updating New Individual Records
- Adding / Updating New Organization Records
Made with DASH A.i.This task covers how to create a new individual customer record or update an existing one. Staff with the customer management role are responsible for keeping individual records accurate and current.
Before adding a new individual record, always search the system first to confirm the person doesn't already exist — duplicate records create reporting and communication problems down the line.