Modify or Add the Default List Configuration
- Navigate to the Clients page in the Configuration view.
-
Click the link in the NAME column for the client whose
information you want to modify.
The Client Info page appears.
- Select on the left navigation menu.
- Select Rate List page. tabs to open the
-
In the Default List section, click
.
The section appears in the edit mode. -
You can do one of the following:
To do this Do this Add New - Click
.
- Select a Job Category from the drop-down box.
- Select the Rate Type form the list box.
- Select Allow Manager to Add/Remove to enable the client
manager to override the default rates for the request.
The Job Category can only be added once, and all settings configured apply to that job category.
- Select Active to enable the list for the client.
Edit - Click
. The section will appear in the edit mode.
- Make modifications to the existing configuration.
- Click
-
Click
.