Skills - Consultation

SKILLS >  CONSULTATION

The Skills tab shows all the Active and Inactive skills.

From here, you can also access reports and, for each active skills, view the list of customers to whom it has been assigned.

In this screen you will have the list of all active skills.

You can search them by adding a Filter

When you click on the number of assigned participants under , you will get the list of all the participants with this skill, with their added date.

When you click on the name of a participant, you will be automatically redirected to that client's account.

OPERATIONS MENU

 

Export all skills : detailed version

By choosing this operation, you will download a detailed Excel list of all customers with the chosen skill.

Export all skills : short version

By choosing this operation, you will download a shortened Excel list of all customers with the chosen skill.

Export skill assignments and removal

By choosing this operation, you will download an Excel list of all customers with the chosen skill with their assignment date, and all the clients that had it removed, with the date.

Communications

By choosing this operation, you will have the option to send an email to everyone with the same skill or several skills at the same time, if desired. You will have the option to join an attachment and the email will be visible in the client's account.

 

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