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Applies to versions: 1.3, 1.4, 1.5
Job Customers
Job Customers allow you to assign a customer to a specific job or jobs for billing purposes
Security Level Required: Manager, Employee Administrator, or Payroll Administrator
Using the left pane Main Menu, click on: Administration » Job Management » Job Customers
To Add a New Job Customer
- Click on the
New Customer icon at the top of the page.
To Enter Job Customer Details or Edit an Existing Job Customer
- Select the Customer from the pull-down and click on the Edit button.
- Required fields are indicated by red bullets.
- The customer contact information will display in the Extended Employee/Job Report.
- The Zip Code must be in the format XXXXX or XXXXX-XXXX
- Phone/Fax numbers must be in the format XXX.XXX.XXXX, XXX-XXX-XXXX, or (XXX) XXX-XXXX.
- Click on the Submit button to save your adjustments.
See Also: Add/Edit Jobs (1.3, 1.4) Adjust Job Categories (1.3, 1.4, 1.5) Import/Export Jobs (1.3, 1.4, 1.5) Modules/Upgrades (1.3, 1.4, 1.5, 1.6)
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