11.1 Staff Master
11.1.1 Create Staff and Department: 1. Staff can be found under "Others" in the main menu. 2. All the Staff details already stored in the CRM are displayed here. 3. To search the staff click on the icon (1). 4. Click on the "Show List" (2) ico...
11.3 Tax Consultant
11.3.1 Adding Tax Consultant: 1. From the Admin Profile, select Staff from the menu. Click on the " Add Staff" button. 2. Enter the staff details, select the relevant department, make sure to select the Tax Consultant roles button and click on ...
