Managing Clients

Managing Clients

In a typical Business to Business (B2B) scenario, Client represents a Company or a Department within the company, with which your organization is currently doing business with or is planning to do business with in the future. A client raises a job request in Zoho Workerly, afterwhich you assign temps to the job and carry the staffing process out.

You can associate a client with contacts (persons) within the company and the jobs (business opportunities).

Availability


Profile Permission Required: Access to the Clients Tab that includes View, Create, Edit, Share and Delete permissions.

Clients Home Page

Click the Clients tab to view the Clients Home page and perform the following operations:
  • The records are displayed in List Views. Define your own Custom Views  as per your requirements. Some system defined list views are already available, such as My Clients, New This Week, New Last Week, Unread Clients, Recently Viewed Clients, etc.
  • Mass delete the records by selecting the check boxes corresponding to the records and clicking on the Delete button.
  • Use the More option to perform some common operations  to manage clients. For example: mass transfer, mass delete, export clients etc.
  • Search records by alphabet , by information , or by criteria.
  • Filter clients based on hiring priorities using advanced filters. 
  • Print the clients along with the necessary details.


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