I have three investigators working for me, but I have ten clients. Would a client be considered a staff member also?
No. Clients are unlimited. Often times only people you pay to work for you are considered users. In this example, you would have a total of 4 users: 1 Admin (You) and 3 Investigators.
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Clients Resource Page
The Client Section provides a list of all clients within the company. Each client has a profile where you can keep their contact information,details, notes and provide access to the system. Over to the left of this screen, click on the Clients ...
Employees / Staff Resource Page
The Employee Section provides a list of all employees within the company. Each employee has a profile where you can keep their contact information,details, notes and assign them roles. You can also track vacation and sick days in this area as well. ...
Hiding Client Information from Users
Q: How do I keep a user from seeing my client information? A: Click on Settings and go to the Case Settings Tab. Scroll down to the Case Tab Settings. The 5th row down is the Client Tab. You can hide that tab completely from Employee and ...
How do I track investigator's time
Q: I want to track the time my investigators and staff spend working on a case A: The system gives the admin the ability to track the time their users and staff spend on a particular case. Direct your staff, users, and vendors once their work is ...
Adding Multiple Assignment Dates to the Calendar
Q: When I set up a case the case is displayed on the calendar. I would like the ability to add additional days to the case. not sequentially, and have them display on the calendar also. Case in point; I have a case that we are working now for an ...