Managing CRM Employees

This section provides an overview of employee information for CRM, and discusses how to:

  • Enter basic employee information.

  • Enter additional phone and email information for employees.

  • Set up service provider information.

  • Assign partners to employees.

  • Enter attachments for employees.

  • Review parent child relationships.

  • Set processing options for the Employee Detail program (P90CA040).

  • Set processing options for the Employee Processing Options program (P90CA043).