/
Clients with Front-Office Systems

Clients with Front-Office Systems

If you have a front-office system then you should not edit the details of parties and entities (such as clients, contractors, and so on) within RSM InTime, as these will be overwritten with updates from your front-office system.  All of your contractors, clients and placements will be created directly from the information in your front-office system.

The exception to this is that any attributes that are not included in your integration specification can be safely updated directly in RSM InTime.


  


Related content

Maintaining Clients
Maintaining Clients
More like this
Creating & Updating Entities Manually
Creating & Updating Entities Manually
More like this
Clients
Clients
More like this
Maintaining Contractors
Maintaining Contractors
More like this
Controlling Changes to a Contractor's Details
Controlling Changes to a Contractor's Details
More like this
Importing Placements & Associated Data
Importing Placements & Associated Data
More like this