Difference between revisions of "Job Management"

Revision as of 07:19, 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 Documents connected to the Customer
• Viewing the Invoices connected to the Customer
1	1	1	1
Fields
Customer Name		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
Status Bar		Send to Mobile

@@ Line 32: / Line 32: @@
 | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Notes connected to the Customer
 |-
-| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Documnets connected to the Customer
+| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Documents connected to the Customer
 |-
 | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Invoices connected to the Customer
@@ Line 43: / Line 43: @@
 | class="headerMainTitles" colspan="4" | Fields
 |-
-| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customername|Customer]]
+| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#Cust_Name|Customer Name]]
 | class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
 | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_number|Job No.]]