Follow

Work Type: Client

Summary | Guide | Related Articles

Summary

Different work types often apply to multiple clients, as many clients often have similar requirements. Oneserve makes it easy to include multiple clients in the same work type.

Guide

  • Select the Cog icon to open the Admin menu
  • Select "Work Types" from the "Jobs" menu
  • Select the Work Type name to enter the overview
  • Click on the edit icon in the top left

Screenshot_2019-01-28_at_15.39.18.png

 

  • Click on the "Clients" box in the "Mappings" section to see a list of available clients. Select all that apply, or start typing to find specific clients

Screenshot_2019-01-28_at_15.36.19.png

 

  • Once you have made all you changes select 'Update' in the bottom right to save, or "Cancel" to discard the changes

Screenshot_2019-01-28_at_15.37.59.png

 

Back to top

 

Related Articles

Client Overview

Work Type Mappings

Work Type

Back to top

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request