Ideas

Add Client to Project for tracking before/ without sending an invite

It would be convenient to add Clients to a Project without sending out an invitation if the firm is not ready to share the Project. When working multiple projects, it would help to see that information from the project.

  • Guest
  • Dec 3 2018
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  • Admin
    Clockwork Product commented
    January 13, 2023 01:46

    Hello!

    The "Add Only" feature will allow you to add the person as a Client without sending the client invite. To learn how to add a client without sending an email, please see this article. https://support.clockworkrecruiting.com/article/880-client-team-panel-avarts

  • Admin
    Clockwork Product commented
    July 13, 2020 20:22

    We are incorporating this very soon!

    Thank you for the feedback and being an invested Clockwork User!

  • Shannon Seabrook commented
    December 04, 2018 16:13

    This would be extremely helpful!

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