Core for Sales

This category includes Enterprise Core information for Sales. This includes information on how to add & search for customer & contact records.

Articles

Welcome to Core for Sales
What is Core? No matter the size of your staffing agency, TempWorks Software suite of staffing solutions can meet your needs. For staffing agencies with as few as one or two users, TempWorks Core offers a simplified workflow process to streamline y...
Core - How to Add a Contact Record
What is a Contact Record? The contact record stores information related to people you correspond with from specific customers. These can be owners, CEOs, supervisors, AR/AP, hiring managers, etc. Because each customer can have multiple contacts tha...
Core - Customer and Contact Searching
What searching can do for you Searching allows you to do so much more than just find the specific customer or contact you are looking for. It allows you to create call sheets and lists of similar customers or contacts. This article will review some...
Core - Departments Vs. Worksites
Why You Should Create Departments and Worksites Why bother taking the time to create departments and worksites for a customer when you can create orders, assignments, and invoices through one primary record? There are lots of reasons, actually!&nbs...
Core - Hot Lists
What are Hot Lists? Hot lists allow you an opportunity to place employees or customers within given static lists in order to easily access and locate them, without having to run a search.  Some common ideas for hot lists: Group employees ...