Delegates

   Use this sub-module to create delegates into the system. 

To open this module go to, Registry Management =>> Navigate =>> Operations =>> Customers =>> Delegates
 

The following window will open up: 

Delegates Fig.1

 

     Creation Of A Delegate


 Click on the Add button to open the following window: 

Delegates Fig.2

Customer - Click on the customer lookup icon to open the following  Customer Lookup dialog box: 

Delegates Fig. 3

From the above list, search for and select the customer to be created as a delegate and double-click to select. 

After Selecting,  the rest of the fields will populate automatically or be inactive for additional changes.

Delegates Fig. 4

Remarks -  Enter the remarks appropriately.

Check the box Is Administrative option to effect member with administrative role as delegate. 

Check the box Is locked  option to lock a delegate. 

Click on the Create button to save the information into the system. 

On successful completion, you will get a pop-up message confirming that the operation was successful.

Delegates Fig. 5

Editing A Delegate

To edit a delegate's information: 

      Identify the delegate to be edited; Right click on the delegate to get the edit button . 

Delegates Fig. 6

Then click on the edit icon to open the following window: 

 

Delegates Fig. 7

      Make appropriate changes to the delegate's details. 

Check the box against the is Locked Button option to lock a delegate. 

NOTE :  checking this renders him unusable. 

When a delegate is locked, he/she will not be able to enjoy the benefits of being a delegate in the system.

Click on the UPDATE Button to save the changes into the system.

On successful completion you will get a pop up message confirming that the operation was successful.