Navigation:  5 Using Total Enterprise CRM > 5.8 System administration > How to work with Admin? > How to create new employee?

 

Someone who can log into the CRM system can be called a user. It may be either an employee user or a contact user.

 

You can create a new employee or edit any existing employee by following these easy steps:

 

Step 1: Select 'New Employee'

 

 

On ribbon, click the "Admin" tab.

Under Employees group, select "New Employee".

 

Note:

You can also create a new employee either by right-clicking on the employee's grid and choosing "New" or by double clicking anywhere on blank area. You can also choose "New" command on quick-access toolbar.

 

Note:

To edit any existing employee, double-click that employee from grid under "All Employee" command and then move to Step-2

 

Step 2: Fill the Form

 

 

Here you can enter name, department, phone, email etc. for this new employee.

 

Note:

The fields marked with red star (*) at right end, indicate that these are required-fields while any other field can be left blank.

 

Step 3: Click 'Save & Close'

When you have finished to enter all the desired info,  to save this data, choose any one option on ribbon:

 

Save and Close: saves everything you have entered so far and closes the form

Save and New: saves everything you have entered so far and reopens a blank form for another entry.