Difference between revisions of "Company Rep Management"

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| colspan="4" | [[File:companyrepMain_ccexpress.png|jobedit ccexpress.png]]
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| colspan="4" | [[File:CompanyrepMain ccexpress.png|jobedit ccexpress.png]]
 
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| class="headerMainTitles" colspan="4" | Fields
 
| class="headerMainTitles" colspan="4" | Fields
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#Cust_Name|Customer Name]]
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep_|]]
 
| class="fieldGrayBackgrounds" style="width: 362px;" |  
 
| class="fieldGrayBackgrounds" style="width: 362px;" |  
−
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_number|Job No.]]
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#corep_|]]
 
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#job_billed|Billed]]
 
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#job_billed|Billed]]
 
|-
 
|-
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#site_Name|Site Name]]
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep_|]]
−
| class="fieldGrayBackgrounds" style="width: 362px;" |  
+
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#corep_|]]
−
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_mainno|Main No.]]
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#corep_|]]
−
| class="fieldGrayBackgrounds" style="width: 446px;" |  
+
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#corep_|]]
 
|-
 
|-
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#primaryservicer|Primary Servicer]]
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep_|]]
−
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#job_contact|Job Contact]]
+
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#corep_|]]
−
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_phone|Phone]]  [[Glossary#job_ext|Ext]]
+
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#corep_|]]
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#job_contactemail|Contact Email]]
+
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#corep_|]]
 
|-
 
|-
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#job_sla|SLA]]
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep_|]]
−
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#job_status|Status]]
+
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#corep_|]]
−
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#jobType|Job Type]]
+
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#corep_|]]
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#job_acctmanager|Account Manager]]
+
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#corep_|]]
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#job_receiveddate|Received Date]]
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep_|]]
 
| class="fieldGrayBackgrounds" style="width: 362px;" |  
 
| class="fieldGrayBackgrounds" style="width: 362px;" |  
−
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_servicetype|Service Type]]
+
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#corep_|]]
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#job_saleperson|Salesperson]]
+
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#corep_|]]
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#job_scheduledate|Schedule Date]]
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep_|]]
−
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#job_slaExp|SLA Exp]]
+
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#corep_|]]
−
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_pmtmethod|Pmt Method]]
+
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#corep_|]]
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#job_refno|Ref#]]
+
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#corep_|]]
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#job_request|Request]]
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep_|]]
 
| class="fieldGrayBackgrounds" style="width: 362px;" |  
 
| class="fieldGrayBackgrounds" style="width: 362px;" |  
−
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_solution|Solution]]
+
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#corep_|]]
 
| class="fieldGrayBackgrounds" style="width: 446px;" |  
 
| class="fieldGrayBackgrounds" style="width: 446px;" |  
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#job_requestnotes|Request Notes]]
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep_|]]
 
| class="fieldGrayBackgrounds" style="width: 362px;" |  
 
| class="fieldGrayBackgrounds" style="width: 362px;" |  
−
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_solutionnotes|Solution Notes]]
+
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#corep_|]]
 
| class="fieldGrayBackgrounds" style="width: 446px;" |  
 
| class="fieldGrayBackgrounds" style="width: 446px;" |  
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#job_statusbar|Status Bar]]
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep_|]]
 
| class="fieldGrayBackgrounds" style="width: 362px;" |  
 
| class="fieldGrayBackgrounds" style="width: 362px;" |  
−
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_sendtomobile|Send to Mobile]]
+
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#corep_|]]
 
| class="fieldGrayBackgrounds" style="width: 446px;" |  
 
| class="fieldGrayBackgrounds" style="width: 446px;" |  
 
|-
 
|-

Revision as of 09:10, 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
[[Glossary#corep_|]]   [[Glossary#corep_|]] Billed
[[Glossary#corep_|]] [[Glossary#corep_|]] [[Glossary#corep_|]] [[Glossary#corep_|]]
[[Glossary#corep_|]] [[Glossary#corep_|]] [[Glossary#corep_|]] [[Glossary#corep_|]]
[[Glossary#corep_|]] [[Glossary#corep_|]] [[Glossary#corep_|]] [[Glossary#corep_|]]
[[Glossary#corep_|]]   [[Glossary#corep_|]] [[Glossary#corep_|]]
[[Glossary#corep_|]] [[Glossary#corep_|]] [[Glossary#corep_|]] [[Glossary#corep_|]]
[[Glossary#corep_|]]   [[Glossary#corep_|]]  
[[Glossary#corep_|]]   [[Glossary#corep_|]]  
[[Glossary#corep_|]]   [[Glossary#corep_|]]  
       
Dispatch Card Tab
       
KPI Tab
       
Transactions Tab
       
Invoices Tab
       
Notes Tab
       
Documents Tab
       
Status Code Log Tab
       
Payments Tab
       
       

 

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