Adding CRFs to Client Records

Customer Required Fields (CRF) are used to track custom data points against time worked and use those data points to manage invoice presentation. CRFs can be configured per Company to ensure you are able to meet the specific needs of each client. CRFs are also configured at the Placement to ensure that each Placement/Candidate has the specific set of options to select from during time entry without needing to filter through options that are not applicable to them or the work they are performing.

Value Added

  • Billing Specialists: Ability to Split, Group, and Summarize invoices by CRF data, providing more flexibility during invoicing and better customer service for your customers. Customer Required Fields can also be tracked through financial reporting.
  • Recruiters: Streamline Placement management by tracking up to 50 CRFs and their options on a single Placement.
  • Candidates: Categorize work performed when entering time.

Customer Required Fields must be enabled to use Purchase Orders. See Purchase Orders for more information.

  1. Navigate to the Customer Required Fields tab on the Client Record.
  2. Select Add Customer Required Field.
  3. Enter information into the following fields:
    • Field Start Date: The date the CRF will become available for selection on a timesheet for this client.
    • Field End Date: The date the CRF will become unavailable for selection on a timesheet for this client.
    • Field Type: 
      • Custom Picker: Requires a selection to be made from a custom drop-down picker.
      • Free Text: Allows the Placement to enter any value into the CRF box.
    • Field Label: This is the name that will populate the for selection on the company level and for the placement CRF, once assigned.
    • Required on Timesheet:
      • Selected: There must be a CRF value selected on a timesheet.
      • Deselected: Time can be submitted with no associated CRF value option.
    • Visible on Timesheet:
      • Selected: The candidate will see an option to select a CRF value on their timesheet.
      • Unselected: Please note that for a value to be selected on a timesheet it must also be made visible on the timesheet.
  4. Click Save.