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Customers & Prospects screen (Jobs / Projects tab)
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The big idea... To be able to track all jobs
and projects (related to the Customer) on the
same screen as all other Customers and Prospects
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The 'Jobs / Projects' tab includes these FEATURES:
- View all jobs/projects for related to the customer (or prospect) on one
list.
- Click on the magnifying glass button to drill down and
see ALL details about the job or project (such as notes, activities, Quotes,
Orders, Invoices, PO's, Vendor Invoices, Job Costing and Budgets, Documents,
unlimited additional user defined fields, etc).
- Right click on any job/project record to display the pop-up menu (shown
below) to quickly:
- sort any of the columns in ascending or descending
order,
- filter for a particular job type, status, employee,
etc
- add a new Job / Project.
Questions? Would you like to view a short demo over
the web? Give us a call! (801) 748-4804
or send us an email at: sales1@onesourcesoftware.com
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