Placing a Client with a Ride
Next place a client in the ride by selecting the client in the ride profile and then clicking the place button. You can also check the checkbox next to the Place button and then drag-and-drop the client into the list of placed clients. eCoordinator will remember the settings of the Refer and Place checkboxes so that you don’t have to check them next time unless you want to change them.
Selecting multiple clients from the list of clients and clicking the refer or place buttons allows you to refer or place several clients in a single operation. Drag-and-drop only refers or places a single client at a time, in case you have several clients selected, but only want to place or refer one of them.