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XTRF Home Portal Configuration menu

Departments

In this section, you can manage departments that can be selected in client profiles.

The list of departments is used for providing suggestions while filling the Department field.

Dep1.png

  • Edit the view or create a new one in the View dropdown menu. For details, see the Classic views article.

  • Use the filters on the left to narrow down your search.

  • Click the Add button to add a department. For details, see the Add a department guide.

  • Click on a department to open its page. Click the Edit.png icon to open it in edit mode.

    To find out how to add a localized value, see the Add localized values guide.

  • To delete a department, click the Bin.png icon next to it.

  • Select one or several checkboxes in the left-hand column and click the Wheel_CP.png icon in the header to open a dropdown menu of available actions:

    • Select or deselect all departments.

    • Activate or deactivate the selected departments.

    • Mark or unmark the selected departments as preferred.