To Add Crew Member Preference by Client:
1. Navigate to the Clients page then select the Client
2. Scroll down to Crew Preference then click ADD
Click Add to Save
Helpful Information:
Your client might have their preferred (or not) people. Once you specify client preference here, the system will help you make right decision to provide the best client service. Crew members not preferred by a client will never see those jobs for that client and when you invite specific people for a job, staffing coordinators can easily give the first preference to preferred people if they are available.
Example of Preferred/Not Allowed:
Legend:
Red: Not Allowed
Green: Preferred
To view the report: Crew Members By Client Preference:
Click on Reports then select Crew Members By Client Preference
