Adding CRF Versions on Placements

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 then assigned to Jobs and Placements to ensure that each Job and 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.

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

Creating a new version allows you to proactively add or subtract values from a placement CRF and set the date on which the changes will take effect.

1. Open the Customer Required Fields tab on the placement record.
2. Click New Version on the card for the CRF.
3. Make necessary edits.
4. Set the Effective Date for when the new version will be started.
5. Click Save.