Creating cards
Step 4: Enter jobs (customers)

Step 1 > 2 > 3 > 4 > 5 > 6 > 7

Related topics
Jobs view (Customer cards only).

The Card Information window for whom you wish to enter a job should be displayed. (To find this window)

  1. Click the Jobs tab.

  2. Click the New Job button.

  3. Enter information about the job. (For a step-by-step procedure, see Creating jobs.) Click OK.

  4. Repeat steps 2 and 3 until you've entered all the jobs for the customer.

  5. Continue to Enter history for customers.