Client Competitors
The "Client Competitors" feature in Croud Control is designed to automate the process of managing potential conflicts between clients who are dire...
Thu, 5 Dec, 2024 at 1:30 PM
Suppose a client has a conflict (e.g., Ferrari requires that no one who worked on Lamborghini can work on their account for 10 months). In that case, Croud ...
Thu, 5 Dec, 2024 at 1:30 PM
It was introduced to help Croud maintain compliance with client contracts by automatically managing conflicts, providing transparency, and improving the ava...
Thu, 5 Dec, 2024 at 1:30 PM
Yes, a Croudie can complete a task they've already started, even if they are about to be blocked. However, once the task is finished, the Croudie will b...
Thu, 5 Dec, 2024 at 1:30 PM
Only Croudies who haven’t been blocked will show for you in the Croudie Picker. You can also check what croudies have access on the client page by viewing t...
Thu, 5 Dec, 2024 at 1:31 PM
No, you cannot journal against a client if you are blocked. If you need to work on a blocked client, please contact access@croud.com for further assistance.
Thu, 5 Dec, 2024 at 1:31 PM
We’ve streamlined managing who can and cannot work on a client by introducing two clear lists: ‘Allowed’ and ‘Not Allowed’. You can easily search through ei...
Thu, 5 Dec, 2024 at 1:31 PM
Only users with the ‘client_gating_access’ role. Contact access@croud.com if you have a question.
Thu, 5 Dec, 2024 at 1:31 PM
Only users with the ‘client_gating_access’ role. Contact access@croud.com if you have a question.
Thu, 5 Dec, 2024 at 1:31 PM
Only users with the ‘client_gating_access’ role. Contact access@croud.com if you have a question.
Thu, 5 Dec, 2024 at 1:31 PM