Workflow and Resource Manager
This report shows the current automatic resource allocation settings. The report shows data for contacts that are defined as either Client or Client & Supplier. Contacts do not show if they have been archived.
You can filter the report by User (staff member) and Job Type. You can then select how you would like to sort the data. If you have set up custom groups and filters for your firm, you can also filter the report by user related firm groups, for example by User Location and User Division. The header of the report reflects any filter selections you make. Click here to learn more about using reports.