Customer Skills

Overview

Updated 07/08/2021

 

The Skills item of the Customer section records the skills required or preferred by the customer.

 

To add a skill to the grid select it from the drop-down menu on the bottom-most cell of the Skill Code column.

Any commentary that needs to be recorded regarding the skill can be entered in the adjacent cell in the Note column.

Required skills can be indicated by checking the corresponding box in the Is Required column.