Difference between revisions of "Job Management"
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#job_sla|SLA]] | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#job_sla|SLA]] | ||
| − | | class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#job_status|Status]] |
| − | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_type|Job Type]] |
| − | | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#job_acctmanager|Account Manager]] |
|- | |- | ||
| − | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#job_receiveddate|Received Date]] |
| class="fieldGrayBackgrounds" style="width: 362px;" | | | class="fieldGrayBackgrounds" style="width: 362px;" | | ||
| − | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_servicetype|Service Type]] |
| − | | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#job_saleperson|Salesperson]] |
|- | |- | ||
| − | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#job_scheduledate|Schedule Date]] |
| − | | class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#job_slaExp|SLA Exp]] |
| − | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_pmtmethod|Pmt Method]] |
| − | | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#job_refno|Ref#]] |
|- | |- | ||
| − | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#job_request|Request]] |
| class="fieldGrayBackgrounds" style="width: 362px;" | | | class="fieldGrayBackgrounds" style="width: 362px;" | | ||
| − | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_solution|Solution]] |
| class="fieldGrayBackgrounds" style="width: 446px;" | | | class="fieldGrayBackgrounds" style="width: 446px;" | | ||
|- | |- | ||
| − | | class="fieldGrayBackgrounds" style="width: 265px;" | [[ | + | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#job_requestnotes|Request Notes]] |
| class="fieldGrayBackgrounds" style="width: 362px;" | | | class="fieldGrayBackgrounds" style="width: 362px;" | | ||
| − | | class="fieldGrayBackgrounds" style="width: 466px;" | [[ | + | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_solutionnotes|Solution Notes]] |
| − | | class="fieldGrayBackgrounds" style="width: 446px;" | | + | | class="fieldGrayBackgrounds" style="width: 446px;" | |
|- | |- | ||
| − | | class="fieldGrayBackgrounds" style="width: 265px;" | [[ | + | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#job_statusbar]|Status Bar]] |
| − | | class="fieldGrayBackgrounds" style="width: 362px;" | | + | | class="fieldGrayBackgrounds" style="width: 362px;" | |
| − | | class="fieldGrayBackgrounds" style="width: 466px;" | [[ | + | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_sendtomobile|Send to Mobile]] |
| − | | class="fieldGrayBackgrounds" style="width: 446px;" | | + | | class="fieldGrayBackgrounds" style="width: 446px;" | |
|- | |- | ||
| | | | ||
Revision as of 07:16, 24 March 2022
| jobedit ccexpress.png | |||
| Navigation | |||
| To access Job Maintenance, select Search > Jobs > Use the search to find the job to access > Select the row for the job to access > Click Edit. | |||
| Overview | |||
| : | |||
| • Adding or editing links for LinkedIn, Twitter and Facebook | |||
| • Viewing the Sites connected to the Customer | |||
| • Viewing the Tasks connected to the Customer | |||
| • Viewing the Contacts connected to the Customer | |||
| • Viewing the Notes connected to the Customer | |||
| • Viewing the Documnets connected to the Customer | |||
| • Viewing the Invoices connected to the Customer | |||
| 1 | 1 | 1 | 1 |
| Fields | |||
| Customer | Job No. | Billed | |
| Name | Main No. | ||
| Primary Servicer | Job Contact | Phone Ext | Contact Email |
| SLA | Status | Job Type | Account Manager |
| Received Date | Service Type | Salesperson | |
| Schedule Date | SLA Exp | Pmt Method | Ref# |
| Request | Solution | ||
| Request Notes | Solution Notes | ||
| [[Glossary#job_statusbar]|Status Bar]] | Send to Mobile | ||
