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Default CRM Category

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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