The Jobs view screen enables users to quickly see a summary of their current jobs, the default view can be fully customised to display fields according to workflow preferences.
There are some fields that can be added to the Jobs view that are link enabled so that when they appear on the Jobs summary page, and the link is clicked on an additional dialog box will be visible, allowing a user to make quick changes to the job without having to open it and re-run the customer details.
The fields enabled with this feature include;
- Delivery Date
- Sales Person
Note: In this article a custom view has been created to show both the Delivery Date and Sales Person in the view.
1. Click the Jobs module.
2. Click on a Delivery Date link.
A date selector dialog box will be visible.
3. Click next to the date and select a new date.
4. Click Save.
Note: The ability to change the Salesperson on a job will use the same steps, however the salesperson will need to be added to the view, look at the additional information links for the article.
Additional Information
If you have any further questions, please contact Support.