Open topic with navigation

Setting up a RPG

You must set up your Region, Practice and Group hierarchy before you start using PSA.

Note:

Note

Only one top-level Region, Practice, or Group is allowed.

To create a RPGAbbreviation of region, practice, group.:

1. Click the Regions, Practices or Groups tab depending on the record that you want to create.
2. Click New.
   Tip:

   Tip

   

   If you have created your top-level region, practice or group and want to create sub-regions, sub-practices or sub-groups, do so using the New Region, New Practice or New Group button on the Immediate Sub-Regions, Immediate Sub-Practices, Immediate Sub-Groups related list of the record that you want to be the parent.

   Once you have created your regions, practices, and groups, you can check their hierarchy using the Region, Practice, or Group Hierarchy popup. See Viewing RPG Hierarchy. You can edit the Parent Region, Parent Practice, or Parent Group field in your records if required.
3. Complete the fields described in Region, Practice and Group Fields.
4. Click Save.

© Copyright 2009-2018 FinancialForce.com, inc. All rights reserved.
Various trademarks held by their respective owners.

Open topic with navigation