Jobs

Linking a customer to a job


Any one of your jobs can be linked to a customer. Enter or select the customer you want to link to this job in the Linked Customer field.

If a linked customer already appears

If you open the New Jobs or Edit Jobs window from the Card Information window -- Jobs view, the name of the customer whose card information you're viewing will be displayed in the Linked Customer field. You can change it, if you want.

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