Difference between revisions of "Contact Management"
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Revision as of 08:57, 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 | |
| Site 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 | ||
| Dispatch Card Tab | |||
| KPI Tab | |||
| Transactions Tab | |||
| Invoices Tab | |||
| Notes Tab | |||
| Documents Tab | |||
| Status Code Log Tab | |||
| Payments Tab | |||
