You can specify if you want new clients/vacancies defaulted to you as the owner of the record.
- Select 'Admin' from the main menu.
- Select the 'Users' tab.
- Select the 'User' you want from the drop-down menu.
- Select the 'Default New Client to Me' tickbox.
- Select the ' Default New Vacancy to Me' tickbox.
- Click on the 'Save' button to save your changes.
NOTE: If the box is ticked, any new clients/vacancies will be owned by the selected user. If the box is unticked, new Clients will be owned by the Company Owner and new Vacancies will be owned by the Client Contact Owner.