Articles
Edit Job
When highlighting a Job in the Open Jobs area of the Active Pane, and selecting the right-click option of Edit Job , the Job record will open to the Sales Summary page. If there are no open Jobs for the customer, no right-click options will be ...
New Job
When highlighting a Job in the Open Jobs area of the Active Pane, and selecting the right-click option of New Job , a new Job data entry form will open. If there are no open Jobs for the customer, no right-click options will be available in the...
Open Jobs Overview
Under the Open Jobs area of the Active Pane, all open Jobs will be listed. Double-clicking on an open Job will open the Job record. When highlighting one of the open Jobs in the Active Pane and right-clicking, there are three options availabl...
Refresh (Jobs in Active Pane)
Selecting the right-click option Refresh will update the currently viewed information with any new records created or changed. ...