About this video
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.
Full video description
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 support@erpca.com to discuss.