Use an attestation or certificate for additional verification that a contact may rent a product.
Synonyms: certificate, evidence
An attestation can be linked to an item and a contact. If an item is linked to an attestation, a contact who wants to rent the item must have the same type of attestation.
Attestations can thus also be used to record certain skills. It is also possible to link files to attestations.
In RentMagic, you can actually consider a certificate as a kind of permission document. An example is that you need a forklift certificate to be allowed to drive a forklift. In RentMagic, you could link a forklift certificate to a contact person, as well as to a forklift to be rented out. If a contact person has a forklift certificate, then it is possible to rent a forklift. If the contact person doesn't have a certificate, then it's not possible to rent a forklift.
On a certificate you can also attach files, for example a manual or some kind of checklist that is needed to obtain a certificate. These are general documents that you can open and add in this module.
Open overview certificates
To open the overview of your attestations (certificates) within RentMagic:
- In the main menu, navigate to Relationships > Basic Data > Certificates.
The overview of all certificates will now open.
- Use the filter to search for a specific attestation using a keyword.
New attestation
To create a new attestation:
- From the overview, click New in the action bar.
The details form for creating a new attestation is displayed. This information corresponds to the General tab for an existing attestation
- Fill in all fields as completely as possible. See the General tab for more information about the fields.
- Click Save in the action bar. The remaining tabs will also be displayed next. Go through them all to make the attestation information as accurate as possible. In each tab you can open the manual separately.
Edit attestation
To change an existing attestation:
- Use the filter to search for a specific attestation using a keyword.
- Double-click the corresponding attestation in the overview.
The General tab opens containing the form of the selected attest.
- Select the appropriate tab where you want to make changes.
- Adjust the fields you want to change and check the other information.
- In the action bar, click Save to save the data. The data is active immediately.
For linked attestations, think about both items and contacts. Make sure your change will not affect them.
Delete attestation
If a particular attestation is no longer used, you can delete it. Always be careful when deleting certificates. You cannot delete a certificate even if there are still contacts or items using it. Make sure these are "disconnected" first, before permanently deleting the attestation.
To delete a certificate:
- Use the filter to search for a specific attestation using a keyword.
- Select the attestation from the list.
- Click Delete in the action bar.
- Confirm the notification.
The attestation is immediately removed from the system.
Field Information
Attest
Attestation Identification.
- Name
A unique name for the attestation, which will be used throughout the system. - Description
The name or description of the attestation, which is also recognizable by the system. - Extended description
A longer description of the attest. This may include additional details about the attest, or the procedure for the contact person to obtain the attest.
Issuer
If relevant, who issued the attestation.
- Issued by
A free field for the name of the authority or person who issued the attestation.