Code Tables

Code Table Guide: Expense Categories
Overview The Expense Categories Code Table defines and standardizes how expenses are tracked and billed within an invoice. Each expense added to an invoice...
Fri, 5 Sep, 2025 at 3:47 PM
Code Table Guide for Referral Sources
Overview The Referral Sources code table tracks how candidates discovered the staffing agency, enabling better sourcing insights and strategic recruiting d...
Fri, 5 Sep, 2025 at 4:03 PM
Code Table Guide to Manage Admin Roles
Overview Managing admin roles ensures that responsibilities within the organization are clearly defined and easily accessible. With multiple clients, order...
Fri, 5 Sep, 2025 at 5:01 PM
Manage Lead Sources (CRM)
Overview Managing lead sources in a CRM like NextCrew allows organizations to identify how clients and prospects are discovering their services, which is c...
Fri, 5 Sep, 2025 at 5:09 PM
Code Table Guide to Manage HR Status (HR)
Overview HR Status tracks a crew member's journey through distinct stages in the hiring and employment process, such as New, Interviewed, Onboarding, D...
Fri, 5 Sep, 2025 at 5:20 PM
Code Table Guide for Managing Worker Comp Codes
Overview Workers Comp Codes are used to assign the proper workers’ compensation classification for employees and jobs. In staffing agencies, tracking these...
Fri, 5 Sep, 2025 at 5:43 PM
Guide to Managing Job Status
Overview Job Status is a structured field within Job Management that allows you to track whether a job is filled, partially filled, cancelled, or paused ba...
Fri, 5 Sep, 2025 at 6:24 PM
Guide to Managing Client Account Types
Overview Managing client account types in a CRM system is crucial for organizing business relationships, tailoring workflows, and supporting cross-functio...
Fri, 5 Sep, 2025 at 6:30 PM
Guide to Lead Status Code Table in CRM
Overview The Lead Status code table in CRM defines the stages of a sales lead during its journey, from initial prospecting to closure. By configuring these...
Fri, 5 Sep, 2025 at 6:34 PM
Guide to Managing Follow Up Statuses
Overview The Follow-Up Statuses Code Table provides a structured way to track next steps with not only individual contacts but also at the broader account ...
Fri, 5 Sep, 2025 at 6:40 PM