...
ON THIS PAGE YOU WILL FIND: | ||||||
|---|---|---|---|---|---|---|
|
...
ADD INFORMATION TO EMPLOYEE RECORD
There are two options for adding information to an existing employee record:
via the employee card pop-up presented upon completion of creating the employee
...
2. via the resources module > employee settings grid
...
From here you can update the following employee information:
Name
Initials (used to add the employee to conversations and tasks)
Position
Phone number
Mobile number
Social information e.g. LinkedIn, Skype, etc.
Skills e.g. photoshop, 3D, etc.
Interests
Resource group (usually used on clients and prospect resources, resource groups are used for grouping resources together e.g. for a mail-out)
Tags
Address details
...
UPDATE PROFILE PICTURE
Assigning a profile picture to an employee is a recommended process, as it helps to distinguish between resources easily.
...
The employee now has a new profile picture
...
Related articles
| Filter by label (Content by label) | ||||||
|---|---|---|---|---|---|---|
|
...