I have just started a Temporary/Permanent recruitment agency as I mentioned in an email to Richard and have been using excel and word to keep track of my transactions. I supply health workers/Admin to Hospitals and care homes. I have some how built a temporary database by making a few changes to the order entry on Tech Help, many thanks Richard as that has been very helpful.
In Future I plan to employ some office staffs who will have different roles. E.g, One staff will Book the order, and fill the shift with required worker while another staff will deal with every thing linked to the financial aspect of that order like invoicing our customer (Hospitals/Care Homes) and paying the temp workers etc . The Booking Consultant should not be able see or have access to the financial records. Can this be included in the ABCD
Possibly. I've got so many ideas from so many people... and unless it's a custom paid module I'm trying to do the stuff that will be used by the most people first. I haven't even gotten to contacts and invoicing yet. :) But yes, I'll definitely add it to the list.
But yes, eventually when we add security, you'll be able to set up specific roles for users so that can see/do/edit things. This user can only input new orders. This user can edit them. This user can't even see them. Etc.
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