Positions, job holder and the pool
- How to allocate responsibility for stages (aka automatically change the job holder)
- How do the partner and manager client fields behave
- How to create a team of users
- How to add a job position
- How to activate/deactivate the pool screen
- Use the bulk staff allocation tool
- Add a job field to hold the current job holder
- How to set what happens when a job is taken from the pool
- How to rename a job position