Associate Records

Associate Records

Attach Documents

To attach documents

This feature allows you to attach documents, spreadsheets and presentations to Temps or Clients. You can attach them in the following ways:

  • Attach from Desktop
  • Attach from Zoho Docs
  • Attach from Google Docs

Assign Temps

To assign Temps to Jobs

  1. Go to the Jobs module and select a record to go to its Details page.
  2. You will find the Assigned Temps option on the left under Info. Click the + icon.
  3. You will see a list of Temps who can be assigned to the job. Select the Temp(s) and click Assign.

Add Tasks & Calls

To add tasks or events

  1. In the Record Details page, the existing task or event details, if any, are displayed.
  2. Click the New Task/New Event/Log a Call link and enter the relevant details. 
  3. Click Save.

Note

  • Once the activity is complete, you can close the activity using the checkbox to its left.

Send Emails

To send emails

  1. In the Record Details page, the existing email details, if any, are displayed.
    • Click Sent By or To links to sort the display order of the records.
    • Click the relevant Del link to delete the mail details.
  2. Click the Send Mail link.
  3. In the Send Mail page, compose the email message and send it.

Note

  • You can select the email template while composing the email.
  • In the Free Edition, you can send individual emails based on the total number of confirmed and active users, i.e. 50 x total confirmed and active users.
    For example, you have 3 active and confirmed users in your organization's account. Then the total number of individual emails that a user can send per day, per organization will be up to 150 (50 x 3) emails.

Add Notes

To add notes

  1. In the Record Details page, the existing note details, if any, are displayed.
    • Enter the content for the note in the text box. Also, select a Note Type.
    • Click the Add a Title link, if required.
    • Click Save.

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