Forms Used to Enter Employees for CRM

Search For Employees

W90CA040F

CRM Foundation Daily Processing (G90C01), Employee.

Periodic Sales Force Automation Processing (G90CA02), Employee.

Select existing employees for revision, or access the Add New Employee form.

Employee Parent Child Relationships

W90CA040D

Click the Parent Child Hierarchy link on the Search for Employees form.

Review parent child relationships.

Add Employee

W90CA048A

Click Add on the Search for Employees form.

Enter basic employee information.

Employee - Manage {Employee Name}

W90CA040A

Select an employee from the Search for Employees form.

Review and maintain employee information.

Employee Attachments for {Name}

W90CA047A

Select the Attachments tab on the Employee - Manage {Employee Name} form.

Enter attachments for an employee.