The Certificate Holder List in Momentum AMS allows agencies to track and manage all certificate holders in one place.
Step 1: Accessing the Certificate Holder List
Log into Momentum AMS, go to Contacts, and select Certificate Holders. To add a new certificate holder, click + Add New.
Step 2: Searching and Filtering Certificate Holders
Filters allow users to search by certificate holder name, status, tags, and interest types, making it easy to find and manage records efficiently.
Step 3: Customizing the Certificate Holder List View
Users can customize the displayed columns by clicking the Configurator Icon, ensuring that relevant details are always visible.
Step 4: Making Bulk Updates with Batch Actions
Batch Actions Mode allows users to update multiple certificate holders at once, applying changes such as tags, and visible status.
Step 5: Exporting Certificate Holder Data
The Export Icon allows users to generate CSV or Excel reports, which can be used for compliance tracking and audits.
Final Thoughts
The Certificate Holder List streamlines certificate management by keeping accurate records and providing easy access to certificate details. Using filters, batch actions, and exports, agencies can efficiently manage certificate holders.