Editing CRFs on Company 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 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.

Edits made to CRFs on the Company 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.