Difference between revisions of "Job Management"
Jump to navigation
Jump to search
Ascentadmin (talk | contribs) m |
Ascentadmin (talk | contribs) m |
||
| Line 95: | Line 95: | ||
| class="headerMainTitles" colspan="4" | Dispatch Card Tab | | class="headerMainTitles" colspan="4" | Dispatch Card Tab | ||
|- | |- | ||
| − | | colspan="4" | [[File: | + | | colspan="4" | [[File:JM dispatchTab ccexpress.png|JM dispatchTab ccexpress.png]] |
|- | |- | ||
| | | | ||
| Line 109: | Line 109: | ||
| class="headerMainTitles" colspan="4" | KPI Tab | | class="headerMainTitles" colspan="4" | KPI Tab | ||
|- | |- | ||
| − | | colspan="4" | | + | | colspan="4" | [[File:JM_kpiTab_ccexpress.png]] |
|- | |- | ||
| | | | ||
| Line 128: | Line 128: | ||
| class="headerMainTitles" colspan="4" | Transactions Tab | | class="headerMainTitles" colspan="4" | Transactions Tab | ||
|- | |- | ||
| − | | colspan="4" | | + | | colspan="4" | [[File:JM_transTab_ccexpress.png]] |
| + | |- | ||
| + | | | ||
| + | | | ||
| + | | | ||
| + | | | ||
|- | |- | ||
| | | | ||
| Line 137: | Line 142: | ||
| class="headerMainTitles" colspan="4" | Invoices Tab | | class="headerMainTitles" colspan="4" | Invoices Tab | ||
|- | |- | ||
| − | | colspan="4" | | + | | colspan="4" | [[File:JM_InvoiceTab_ccexpress.png]] |
|- | |- | ||
| | | | ||
| Line 156: | Line 161: | ||
| class="headerMainTitles" colspan="4" | Notes Tab | | class="headerMainTitles" colspan="4" | Notes Tab | ||
|- | |- | ||
| − | | colspan="4" | | + | | colspan="4" | [[File:JM_notesTab_ccexpress.png]] |
|- | |- | ||
| | | | ||
| Line 175: | Line 180: | ||
| class="headerMainTitles" colspan="4" | Documents Tab | | class="headerMainTitles" colspan="4" | Documents Tab | ||
|- | |- | ||
| − | | colspan="4" | | + | | colspan="4" | [[File:JM_docTab_ccexpress.png]] |
|- | |- | ||
| | | | ||
| Line 194: | Line 199: | ||
| class="headerMainTitles" colspan="4" | Status Code Log Tab | | class="headerMainTitles" colspan="4" | Status Code Log Tab | ||
|- | |- | ||
| − | | colspan="4" | | + | | colspan="4" | [[File:JM_scTab_ccexpress.png]] |
|- | |- | ||
| | | | ||
Revision as of 10:52, 1 April 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 | |||
| 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 | |||
| JM dispatchTab ccexpress.png | |||
| KPI Tab | |||
| File:JM kpiTab ccexpress.png | |||
| Transactions Tab | |||
| File:JM transTab ccexpress.png | |||
| Invoices Tab | |||
| File:JM InvoiceTab ccexpress.png | |||
| Notes Tab | |||
| File:JM notesTab ccexpress.png | |||
| Documents Tab | |||
| File:JM docTab ccexpress.png | |||
| Status Code Log Tab | |||
| File:JM scTab ccexpress.png | |||
| Payments Tab | |||
