CRM Tutorials

Crew Preferences by Client
Applying Crew Member Preferences This will allow a Client to select specific crew they choose to work with vs not          1. Click on CRM 2. Click on Cl...
Tue, 1 Oct, 2024 at 2:22 PM
How to Create a Client
1. Click on CRM      2. Click on Clients      3. Click on Add Client      4. Type in Client Name      5. Select Line of Business      6...
Tue, 9 Jul, 2024 at 1:51 PM
Creating Client User Access
1. Click on CRM      2. Click on Clients      3. Click on Client you Wish to Create Client Access for      4. Click on Contact you wish to a...
Mon, 29 Jul, 2024 at 1:50 PM
Creating a Client Contact
1. Click on CRM      2. Click on Clients      3. Click on Client you wish to add contact/s to      4. Scroll Down to Contacts and Click on A...
Mon, 29 Jul, 2024 at 1:51 PM
Applying Custom Holiday Scheduling by Client
1. Click on CRM      2. Click on Clients      3. Select Applicable Client      4. Click on Holiday Schedule      5. Click on Custom       ...
Tue, 13 Aug, 2024 at 12:45 PM
Configuring Clients
1. Click on CRM      2. Click on Clients      3. Select Applicable Client      4. Click on Configuration      5. To Edit Mobile App Setting...
Wed, 28 Aug, 2024 at 9:26 AM
Setting Up Kiosk Time Clock in 2.0
Many times, clients prefer that crew members clock-in using approved-only devices. Many companies use devices such as an external time-clocks or approved eq...
Tue, 15 Oct, 2024 at 10:47 AM