Job Management                                Creating a New Job from a QuoteWerks Order - New Customer

QuoteWerks - Job for a New Customer (continued)

Custom Fields

7.  The Custom Fields form will be displayed.  This form is used to enter additional information related to the Customer.  Fill in the fields according to your company policy and procedures.  When finished, click the Save button located at the lower right of the form.

After clicking the Save button, a confirmation message will be displayed asking if you are ready to save the new customer; click the Yes button on this message form to proceed.

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FRM10031

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