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1. From within the client record, click the action menu button. 2. Select New Project / Assignment. 3. Add in the Project Name. 4. The "Project Type" if applicable. 5. And lastly the "Project St...
This lesson explains how to convert a Job to an Assignment/Project *Please note, our Clients have different variations on the naming convention for an Assignment, such as Project, as in the video b...
1. Open up the project/assignment you wish to add a working candidate to. 2. Scroll down to the Project / Assignment team section. 3. Click the green Quick Add Candidate button. 4. Type in the ca...
This lesson explains the difference between the Delivery and Commercial Contacts within the Assignment/Project record Delivery Contact - The person you've dealt with at the job level, that pulls th...
1. Whenever you have converted a job into a project (common with contract/temp type jobs), you will have an option to quickly jump back into that job record. 2. To quickly enter back into the job r...