Jobs
Topics: Create/edit Jobs, job activities, custom fields, and useful sample views...
- Duplicate a Job
- Add a Salesperson
- Multiple assignees for a job activity
- Print a Job View
- Change Activity Sorting
- Sample View - Job: Installs in past 30 days
- TIP: Only Add Activities You Actually Use
- Add activities to a Job Form
- Multiple copies of the same form on new jobs
- Print a Job Issue Form
- Duplicate or Export Form with List of Values Containing Images
- Modify Default Search Results
- Detail forms not included in Summary Form
- Sample View: Jobs by Salesperson
- Associate multiple CounterGo quotes with one Job in JobTracker
- Job Template no longer shows up for a new Job or Lead or other Process
- Delete Many Form Fields At Once