Editing CRFs on 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.

Edits made to CRFs on the Client record will update any CRF data that has not already been invoiced.

  1. Navigate to the Customer Required Fields tab on the Client record.
  2. Click on the Customer Required Field Name of the CRF.
  3. Click on the Edit tab.
  4. Make any necessary changes to the CRF.
  5. Click Save.