Certifications apply to partners (companies), and Credentials apply to contacts (people). In our system they're handled very similarly:
Standard Certification and Credential “Programs” are defined by the system administrator through the Channel Management » Lists menu. These are programs, levels of achievement, or degrees that could be awarded to multiple organizations or people, such as “ISO 9001” or “Third Degree Black Belt”. Important: the Partner Certification programs and Contact Credential programs are two separate lists.
Programs can be associated with Partners and Contacts through the usual Partner and Contact edit screens. The association of a Credential or Certification program with an individual record is like the diploma on the wall – it might contain extra information such as when it was awarded, when it expires, etc.
When adding a credential or certification to a Partner or Contact, if no suitable program is on the standard list, a Custom Program can be defined on an ad-hoc per-partner or per-contact basis. This is useful for certs/credentials that are worth noting for an individual record but aren't common enough to deserve a spot on the system-wide program list. If you have a certification or credential that you think should be on the system-wide list please notify your system administrator.
help/admin/certs_and_credentials.txt · Last modified: 2009/05/18 17:17 by anthony