http://www.cBizSoft.com cBizOne
Overview | Contents

 

Tracking Placements:

You can track placements against consultants or Requirements just by right clicking on Consultant record or Requirement record, Select Status.

              cbo_placements.gif (17901 bytes)

  • Select the Sub-Type from the lookup list.
  • Type descriptive Subject or select from the lookup.
  • Type Notes to add details about the note.
  • Placement of a Consultant is tracked against the Requirement belonging to a Contact.
  • Select Ok to save it.