Customer Management System (CMS)

Features added to CMS

The following features have been added to CMS: 

Users can separate Invoice by Invoice Attn To.

Users can now separate invoices by “Invoice Attn To” from the customer's Service Profile. This facilitates the user to easily access the invoice based on who it is set as Invoice Attn To. 

Likewise, “Invoice Attn To” has been added as an option in Group Invoice By as well as Invoice Display such that users can display and group invoices based on “Invoice Attn To”. 

Enhancement to the ‘Temp Job’ information section of Snapshot of Customer

 The “Temp Job” section in the snapshot of the customer previously displayed only limited information. Now, the users can view comprehensive information associated with the temp job such as Candidate count, WC code, City, State, and Recruiter. By incorporating these new columns, we've streamlined the user experience, eliminating the need to navigate to individual temp job profiles to get the information.