How to allocate customer’s service to resource in customer’s module in ERPCA?

 

The recurring services tagged with the client can be allocated to a resource which will be assigned to him after the task gets initiated every time.

This video will help you to understand how from customer module you can assign services to users.

ERPCA is India’s top practice management software for chartered accountants, CA firms, Corporate Secretarial firms, and other financial professional services firms. It makes office management effective and efficient, helping professional services firms to boost productivity, improve efficiency, save time and costs, and even help maximize revenue opportunities. From comprehensive task management and time sheet management to billing and invoice management, ERPCA helps you with complete digital automation of work processes. Transform your practice – schedule a demo / register for a FREE trial now. 

If you are a financial services KPO, we offer ERPCA as a custom-branded, white label office management software that is perfectly suited to your needs. E-mail us at [email protected] to discuss.

 

RELATED VIDEOS

ERPCA works seamlessly with several software and can easily integrate with applications like Tally, Dropbox, OneDrive, RazorPay, Google Drive and PayPal.

ERPCA provides the option to import customer data in bulk.The detailed or minmal version template can be downloaded from the import customer tab.

This video will help you to understand the process of tagging one or more recurring services with your customer through customer matrix.