The Credentials tab shows credential and licensing information. It is used to capture a person's credentials such as CPA, MD etc.
Authorized credentials (such as a driving license or a medical practitioner's license) usually have an expiry date.
The credentialing list can show all credentials for a person.
To Add Credentials for a Person:
1.Click the Blue Plus icon to add credentials to a contact.
2.Select a Credential from the drop-down list.
3.Select the status for the credential.
4.Click the calendar icon to select the expiration date for the credential.
5.Click the calendar icons to select the appropriate dates for the four fields shown below.
6.Enter Comments.
7.Click Save.
NOTE: Power Searches have been created in order to search for the information captured on this tab.
Example: People Credentials Screen
