PCSR - How to add a Manager

Article ID

kba-03806

Article Name

Created Date

23rd February 2022

Product

Problem

How to add a Manager

Resolution

In the General tab of a company record there is an optional field to assign a Manager. For convenience, a list of existing Managers appears in a drop down list. However, the box is also manual entry. To add a new Manager simply type the name directly into the box and click Save. The name of the new Manager will appear in the dropdown list going forward.

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