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How to Create New Designation Types in RAMCO

Creating New Designation Types in RAMCO

Note: Designations Types aren't available from the main CRM screen, the only way to create new ones is through the Advanced Find. For more details on Designation Types, including field definitions, click here.

To create new Designation Types Via Advanced Find: 

  1. Click Advanced Find, in Look for: select Designation Types.
  2. Make sure nothing else is queried, and click Results.Adv_Find1.png
  3. On the results page, click New Designation Type.

Adv_Find2.png

 

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