Program Enrolments within the Maica solution are aimed at capturing an initial interest in a a set of service offerings without necessarily knowing what specific Support Items are required.
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A typical example of a Program Enrolment might be |
Each Program Enrolment is based on a Program record which, in turn, captures multiple Services. A Service can be marked as Default which means it will automatically add a set of Support Items to the onboarding Opportunity.
The Maica Program Enrolment setting allows for the automatic inclusion of a particular Program (and therefore its default Support Items). You can configure which Program is to be automatically enrolled for any given Opportunity record type by following the below steps:
Navigate to
Maica SettingsClick on the
Program EnrolmentTabSelect the
Programfor the desired record type
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