Related Articles
Create/Edit/Link a New Employee - Employee
Employee records are required for each user account. Employee records are not automatically created when a user account is created in NEXGEN. To add a new employee into the NEXGEN system, users should first create a user account for the employee if ...
Make Training Inactive
1) Open a Training record 2) On the Training Number/Name blue band, click Edit 3) Uncheck the Active checkbox 4) Click Save
Edit Customer Information
Go to Customer > Customer Open existing Customer record Click Edit Make necessary edits Click Save
Add Attachments to a Customer Record - Customer
You can add attachments to a customer's record to provide reference documents for NEXGEN users to view. See below for instructions on how to do this. Navigate to the Customer Module To navigate to the Customer module: Click Customer in the blue ...
Delete Customer Records
Go to Customer > Customer Open existing Customer record Click Delete on the top right toolbar Click Delete again to confirm your decision