Let's face it... not everyone at work gets along. Blocklists on Traffio allow you to block an employee from being booked on a job with a particular client, project, client contact or employee.
This guide covers
With a blocklist turned on. The booking board will warn you that that resource can't work on that booking. Once an employee with a blocklist is added to a job, by default the other employee will
How to set up a Blocklist
A blocklist is used to block a person from a client, project, client contact or person.
Navigate to the People tab on the left sidebar
Select Blocklist on the top toolbar
Click +New.
Select Blocklist Type
Fill in details
Create
Block an employee from working with a client
A client blocklist is used to block a person from working for a particular client.
Select Client Blocklist
Choose the person that you are looking to block from a client
Choose the client you are blocking the person from working with
Click save
Block an employee from working on a project
A project blocklist is used to block a person from working on a particular project.
Select Project Blocklist
Select the person you would like to block
Select the client related to the project you are blocking the
Select the project that you are blocking the person on
Click Create
Block an employee from working with a client contact
A client contact blocklist is used to block a person from working with a particular client contact
Choose Client Contact Blocklist in Blocklist Type
Select the person you are blocking
Select the client you are blocking the person from
Select the client contact you are blocking the person from
Click Create
Block an employee from working with another employee
A person's blocklist is used to block particular people from working together.
Choose Persons Blocklist in the Blocklist Type dropdown
Select two or more people not to work together
Add the reason why they can no longer work together. This reason will be visible to office staff.
Select Create