The Corporate Expert window can be used to view, edit and enter new information about your in-house (corporate) experts, as well as to manage corporate jobs, job assignments and the files of corporate experts.
To open the Corporate Expert window click the Corporate Expert icon from the Corporate Team tab of the Ribbon.
Corporate Expert Window tabs
Different tabs of the corporate expert window represent different data, relevant to specific corporate experts. Corporate expert data is broken into the following tabs:
The Main tab — contains the list of your corporate experts and their profiles.
The Corporate Jobs tab — gives an overview of corporate jobs assigned to the selected corporate expert.
The JAs tab — is used for managing job assignments (JAs) for the selected corporate expert.
The Payments tab — holds information on payments made to the currently selected corporate expert.
The Prices tab — is used to create, edit and check the personal price list of the currently selected corporate expert.
The Account tab — provides a basic overview of the selected expert's financial account.
The Files tab — provides quick access to the selected corporate expert's folder, as well as to other files related to this expert.
The Info tab — this tab is used for various notes related to the selected corporate expert.
The Calendar tab — gives a schematic overview of the corporate jobs assigned to the current corporate expert.
See also: