Preferences

Matching best employee with a customer

Overview

The primary purpose of this section is to prioritize specific employees when assigning tasks to a customer. By setting these levels, selected employees will appear higher in the assignment list, making the scheduling process more efficient and tailored to the client's needs. Based on the current screen for Andre Fuego Mandana Maya, the Preferences tab (specifically labeled "Employee Preferences") is designed to manage which staff members are prioritized for service delivery.

Key Components

The preferences are organized in a table with the following columns:

• Employee: The name of the staff member (e.g., Adam Jenkins).

• Preference Level: Indicates the priority rank (e.g., Medium). Higher levels ensure the employee is suggested first during task assignment.

• Created: The date the preference was established (e.g., 3/22/2026).

• Actions: Tools to manage the entry, including:

  • Edit (Pencil Icon): To modify the preference level.

  • Delete (Trash Icon): To remove the employee from the prioritized list.

Actions You Can Take

• Add New Preference: Click the + ADD PREFERENCE button to select a new employee and assign them a priority level for this client.

• Navigation: You can use the pagination arrows at the bottom right to scroll through the list if multiple employees are preferred.

Add an Employee Preference

To add a new employee preference for Andre Fuego Mandana Maya, follow these steps:

1. Click the + ADD PREFERENCE button located at the top right of the Preferences section.

2. Select Employee: A dropdown or search field will appear. Choose the staff member you wish to prioritize for this client.

3. Assign Preference Level: Select the priority rank (typically Low, Medium, or High).

   • Note: Higher levels ensure this employee is suggested first when scheduling tasks.

4. Save: Confirm the selection to add them to the list.

Managing Existing Preferences

• To Change Priority: Click the Pencil (Edit) icon next to an employee (like Adam Jenkins) to adjust their preference level.

• To Remove: Click the Red Trash (Delete) icon if an employee should no longer be prioritized for this specific customer.