Difference between revisions of "Job Management"

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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary|Glossary#job_statusbar]Status Bar]
 
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary|Glossary#job_sendtomobile|Send to Mobile]]
 
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Revision as of 18:33, 23 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 Glossary#job_status|Status Glossary#job_type|Job Type Glossary#job_acctmanager|Account Manager
Glossary#job_receiveddate|Received Date   Glossary#job_servicetype|Service Type Glossary#job_saleperson|Salesperson
Glossary#job_scheduledate|Schedule Date Glossary#job_slaExp|SLA Exp Glossary#job_pmtmethod|Pmt Method Glossary#job_refno|Ref#
Glossary#job_request|Request   Glossary#job_solution|Solution  
Glossary#job_requestnotes|Request Notes   Glossary#job_solutionnotes|Solution Notes Glossary#
[[Glossary|Glossary#job_statusbar]Status Bar] Glossary# Glossary#job_sendtomobile|Send to Mobile Glossary#
Glossary# Glossary# Glossary# Glossary#
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