Adding & Linking Jobs to Contacts

Instructions

To add a Job to a Contact, please follow the steps below.  Hint:  You must link a contact to a job in order to save the job

Option 1

  1. Open a Contact Tab and locate a contact record
  2. Select the Contact you want to add the job to
  3. ‘Right Click’ – OR – Click on the ‘More Actions’ icon and select ‘Add a New Job to Selected Contact’
  4. A new window will open allowing you to fill in the new Job details
  5. Click on ‘Save & Close’
Option 2
  1. Open a Job Tab
  2. Click on the ‘Add New Item’ button
  3. A new window will open allowing you to fill in the new Job details
  4. Click on the ‘Contact’ field drop down arrow icon
  5. A new window will open allowing you to search for and link a contact to the job
  6. Click ‘OK’ once you have located your contact
  7. Click ‘Save & Close” to save the new job

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