Job Management Creating a New Job Creating a New Job from a QuoteWerks Order
Creating a New Job from a QuoteWerks Order
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, press the Save button located at the lower right of the form.
After pressing the Save button, a confirmation message will be displayed asking the User if they are ready to save the new customer; press the Yes button on this message form to proceed.
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