Start a Job from the Customer Profile

Permissions (87).png

Learn more on how to create jobs from your customer profiles. This helps automatically link jobs to a customer.

You can also create Jobs directly from the customer profile. To do so:

  1. Click on Customers.
  2. Select the relevant customer.
  3. Click on the Jobs tab.
  4. Select New Job or New Job from Template.
  5. Once in your job, ensure you're saving your progress as you go.

Relevant Articles

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.