Assigned Resources

CRM > Accounts > Assigned Resources

Admin > CRM > Accounts > Assigned Resources

Use the Assigned Resources tab to link employees—typically a technician—to an account.

• When a client composes a message in Client Portal, Assigned Resources display in the client's recipient search list.
• Assigned Resources can be notified when a ticket workflow is triggered.

Adding Assigned Resources

1. Select the Admin > CRM > Accounts > Assigned Resources tab.
2. Click Add.
3. Check one or more employee rows.
4. Click OK.