Default CRM Category

December 1, 2022

Updated on December 15, 2022

CRM Settings / General Settings / Students’/Parent Meetings / Basic Settings / Default CRM Category

Here, you can define the Default CRM Category for New Remark in Students’/Parent Meetings (Figure 1)

Figure 1

You are able to create a Remark individually for each meeting (Figure 2)

Figure 2

Or in bulk for multiple meetings. (Figure 3 & 4)

Figure 3

Figure 4

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