How to edit a Crew?

How to edit a Crew?

To edit crew details:
  1. Go to Workforce > Crews.
  2. Select the Crew you want to edit.
  3. Click Edit ().



  4. You can edit:
    1. Crew Name
    2. Crew Size
    3. Description
  5. Click Save.

To edit crew members:
  1. Go to the Crew Members tab.
  2. Click Edit () corresponding to the crew member.



  3. You can modify the Start Date Time and End Date Time.
    1. Past dates cannot be edited.
  4. Click Save.
To edit territories:
  1. Go to the Territories tab.
  2. Click Edit () corresponding to the territory.
  3. Modify the Start Date Time and End Date Time.
    1. Past dates cannot be edited.
  4. Click Save.


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                                                                                                                                • Crew Management

                                                                                                                                  A crew consists of several field agents who are grouped to conduct a specific task. Each crew is assigned a lead. Available in Editions: Standard, Professional, Premium Create Crews Permission Required: Crew Find out the Edition-specific limits for ...
                                                                                                                                • How do I configure a Crew?

                                                                                                                                  Create a Crew: Go to Workforce > Crews. Click Create. Enter the following details: Crew Name Crew Size Territory Description Click Save. Add Crew Members: Go to the Crew Members tab and click + Create. In the Create Member box: Select the Service ...
                                                                                                                                • How to change the Lead of a Crew?

                                                                                                                                  To change the Crew Lead: Click the drop-down next to Edit and choose Change Lead. Select the user to assign as the Crew Lead. Click Change.
                                                                                                                                • What is the role of a Crew Lead?

                                                                                                                                  In Zoho FSM, you can assign a lead to a crew: The first member added to a Crew is automatically set as the Crew lead. You can change the Crew lead later if needed. If the Field Agent Appointment Confirmation Process is enabled, and if the service ...
                                                                                                                                • How do I remove a user from a Crew in Zoho FSM?

                                                                                                                                  To remove a user from a Crew: Go to Workforce > Crew. Click on the name of the Crew from which you want to remove the user. Navigate to the Crew Members tab. Click the Edit icon () next to the member you want to remove. Set the End Date Time to the ...
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