Job Management

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
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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#
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