The Certificant Profile
The Certificant Profile shows the name of the certification program, type of program, certification status, certification reason, certificate number, application date, effective date, enrollment date, expiration date, preferred address, certification date, certification sent date, and whether or not the requirements have been met.
On the Certificant Profile:
- You can add Certification Requirements as they are met from the Certificant Profile. (See Recording that Requirements Have Been Met.
- The Participations tab shows the Certification Exams and Courses that the customer signed up for.
- The Notes tab shows information entered in the Notes field when the customer enrolled (Product Details page of the Shopping Wizard).
Tip: You can also add notes using the Add Notes icon on the Certificant Profile.
- The Program History tab shows the Certification Programs in which the customer is enrolled and a history of Fees paid.
- The Orders/Invoices tab shows open and closed orders and invoices.