Employees and Contractors (aka Consultants, 1099 Contractors, 1099 Vendors) are people who you can track and assign work to, without giving them a CRM login account.


Contractors

 

A Contractor is someone who already exists in your CRM database as a contact record. Any existing contact in your CRM database can be assigned a Contractor status. 


In addition to recording activity notes, emails and all other CRM activity associated with a contact, a contractor will also appear in the User drop-down lists so you can assign Jobs, Job Tasks and Time Cards to them. 


To assign an existing contact Contractor status:

  1. Navigate to Users



  2. Click on the ’Add New Employee’ dropdown and ‘Select Existing contact as contractor’


  3. Use the search criteria to filter for the contact




  4. Click select to set that contact as a Contractor

Employees


An Employee does not exist as a contact in the CRM database. As a result, they cannot be used to perform normal CRM activity. Instead they are simply a user record with no login access. You can assign jobs, Job tasks and Time Cards to them. The main purpose of this is for reporting.

 

To create a new Employee:

  1. Navigate to Users


  2. Click on ’Add New Employee'


  3. Enter the new Employee’s details.


  4. Click Save to create this employee.