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

QuoteWerks - Job for a New Customer (continued)

Custom Fields

25.  The Job Custom Fields form is an optional part of the Job record.  This form is used to enter and track additional information pertinent to the Job.  If any of the fields on this form are highlighted in yellow, this is a required field.  If all fields on this form are grayed-out, this indicates your company is not currently using this form.

Any Custom Fields in QuoteWerks which have been mapped to SedonaOffice Job Custom fields, will automatically fill in the the information from the mapped field from QuoteWerks.

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