Moraware CounterGo/JobTracker Help
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Jobs

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

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