The Contacts tab lets you associate people and organizations with the job, assign roles to those associated, and see details about them. You might associate employees who were overseeing the project, technicians working on the job, insurance adjusters, sub-contractors, insurance companies, and so on. Associating people and organizations with the job helps you keep track of who is responsible for what, and makes it easy for you to bring up all relevant contact information whenever you are looking at the job and need to communicate with those concerned.
Associating Employees: Click Associate Employee, check each employee to associate, and if needed, check one or more roles for each person. Each person can have as many roles as you want. You can make roles faster to pick by setting up default roles on the Job Roles tab in the Setup.
Associating Other People or Organizations: Click Associate Non-employee or Associate Organization, and type the beginning of the name to search for. Non-employees can also have multiple roles, and you can also set up default roles by category in the Setup.
Changing Roles: Double-click the Role(s) column. Click anywhere outside the roles checklist to close it.
Viewing Information for any associated person or organization: Click the person or organization and you’ll see detail in the panel on the right. If you need to change the person, right-click the name in the list and pick View... in Main Program. From there you can make changes.
Changing the Position of Job Options Panel: Right-click the panel, and pick a location or to pop open on clicking or to stay visible.
Please sign in to leave a comment.