Certification Statuses

The status of a certification detail in a client profile. This ancillary data appears as an option in the Certification Status dropdown list in the Certifications tab.

To open the Ancillary page, click Three horizontal lines.Main Menu> Ancillary.

Creating a Certification Status

  1. On the Ancillary page, select Certification Statuses on the Search side pane.
    The Ancillary Data page.
  2. Click New.
  3. On the New certification-statuses side pane, enter a name in the Description textbox.
  4. Select the Certification Action checkbox to activate the status.
  5. Click Save.