Member management with Graviti system
Member practice information
How do l capture the member's practice details?
Click on the “Practice” tab, navigate to the “Add” button, and click on it. Start adding the member’s practice details.
The details required consist of:
- Name: the name of the practice
- Practice number: the practicing number allocated to the practice.
- Tax number: the tax number allocated to the practice.
- Registration date: the date on which the practice was registered.
- Contact first name: the name of the contact.
- Contact last name: the contact person’s surname.
- Contact email: the contact person’s email address.
- Contact telephone: the contact person’s telephone number.
- Practice type: the type of the practice.
- Practice sector: the sector the practice belongs to.
Once all the details have been completed, click on the “Submit” button to save.
Once saved, you will have three options on the practice record action dropdown
- Edit: You can edit/update the practice record.
- View: You can view the practice details in summary.
- Remove: You can remove/delete the record.
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