There are many ways to tag recurring services with customers-
1. Create Customer/Edit customer – there is field called Assign Workcategories-Type and tag the workcategory along with client.
2. Customer Matrix – A table in customers’s module which has services listed column wise-Tick and tag the workcaterory along with the client.
3. Workflow – There is Assigned customer column at right hand side against the respective workcategory through which you can tag clients as well as mention the resource and fees.
This video you will help you understand the process.
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The recurring services tagged with the client can be allocated to a resource which will be assigned to him after the task gets initiated every time.
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Customer module provides the option to generate the list of customer filtered by department, constitution, group, branch etc.
