Customers

The client organisations you train.

Overview

CPD customers are the same customer records used in Accounting and Sales. The CPD customer page adds a Participants tab and a history of events, including events where the organisation only sent delegates. Put the HR contact’s email on the customer record: invitations, proformas and confirmations are sent there.

Customers: Customers in the CPD Training module. — Customers in the CPD Training module.

When to use customers

You add a new client or check its training history.

Step by step

In the CPD Training module open Engagements in the green navigation bar, then choose Customers under Clients.
Screenshot for this step has not been captured yet — run npm run docs:flow.

What you see on the screen

Columns: CODE, CUSTOMER NAME, LEGAL NAME, CURRENCY, CREDIT LIMIT.
Actions on the screen: New Customer.

Permissions

These permission keys control access (granted to roles in Administration → Roles & Permissions):

cpd.engagements.cancel
cpd.engagements.create
cpd.engagements.delete
cpd.engagements.read
cpd.engagements.stage
cpd.engagements.update

Event Management

Quotations

Trainers & Consultants