Job Management                                Creating a New Job                               Creating a New Job from a Prospect

Creating a New Job from a Prospect (continued)

Job System Setup (continued)

12.  Once the System record has been setup, return to the Job record.  The next step will load the System information into the Job System form. 

13.  Click on the Job System button from the Job toolbar.  Un-check the New System checkbox at the top left of the System form, then click the lookup button to the right of the System Account field.  The Select Customer System form will be displayed.  Double-click on the System record then click the Save button at the lower right of the form.

10328

Previous Page                                                  Page  10   of   21                              Next Page