CUSTOMER JOBS

Created by Mohamed Azher, Modified on Thu, 28 Sep 2023 at 04:08 PM by Level 1 Support Team

Customer Jobs


Customer Jobs screen is used to assign jobs against customers. This is used to create new jobs and assign them to the corresponding customer.


How to Create a New Customer Job?


To create a new Customer Job, 


  • Select Customer --> Customer Jobs --> Create New
  • Select the Customer from the drop down for whom you have to assign the job
  • New customer can also be created here by clicking on the + icon next to the Customer ID field
  • Enter the Job Details 
  • Use the Bulk Select Option to select and assign the Employees to this job
  • Click on Add to add the new Customer Job



Refer the image below to create a new Customer Job. 







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