Editing a Crew

To make changes to a crew, go to the “Resources” tab and click “Crews

Find the crew you are wanting to edit and click the pencil button for that crew.

This will take you to the screen where you can change the crew name, manage the members of the crew, and add tags or notes.

If you made changes to the crew members, you will have the option to update all existing visits that had the old crew members to the new crew members.

(Note: Any changes made on this page will automatically save)

 

Updated on February 13, 2022

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