Customer Explorer Customer Tree Options & Activities Jobs
Customer Tree Options & Activities
Jobs
When the Jobs tree option is selected, a list of all Jobs either open or closed which were created for one of the Customer’s Sites will display in the Active Pane. The date column listed in the Active Pane is the Sold Date of the job that was entered on the Job Work Order form.
A Job may be opened for viewing by double-clicking on the Job row in the Active Pane. User permissions are required for this option; if the User does not have the appropriate permissions, a Job record may not be accessed.
Right-Click Options are available for the Jobs tree option.
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