To assign a client manager to one or more jobs:
- In the Jobs menu, select Jobs.
- On the Job Manager screen, select each job that you wish to assign the client manager to.
- Click the Assign Client Manager button. The Assigning Client Manager dialog will appear.
- In the Assign Client Manager drop-down list, select the staff member who you wish to assign to the job. This staff member is notified that they have been assigned to the job.
- Save your changes.