Moraware CounterGo/JobTracker Help
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Jobs

Topics: Create/edit Jobs, job activities, custom fields, and useful sample views...

  • Import a JobTracker Form
  • Form Field Data Types
  • Sample View - Jobs with unscheduled templates
  • Using Assignees
  • List Jobs with past due Activities
  • Inactivate Job Form Fields
  • Delete / Disable a Job Form Template
  • Add Activity Custom Fields
  • List Jobs that are ready to Invoice
  • Sample View - Jobs not Installed yet
  • Naming Jobs and Accounts
  • Create & Schedule a Job
  • How do I format my forms so they are easier to read when printed?
  • Export a JobTracker form
  • List Jobs with Material Ordered checked & Material Received unchecked
  • Define a Job Form Set
  • Inactivate a Custom Field
  • Re-order a Job Form
  • Add a Salesperson
  • Duplicate a Job
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Categories

  • Getting Started
  • Sales Toolkit (CRM)
  • Training
  • Jobs
  • Accounts
  • Calendar
  • Reports
  • Users / Security
  • Technical
  • Inventory Edition
  • Frequently Asked Questions
  • I Want To ...
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