Corporate (CRM) – Jobs

All Jobs linked to a selected Corporate Account are listed in the Jobs tab of the CRM module. The job records may be filtered using the search boxes at the top of each column.  The filters above the Uplift and Delivery Date allow you to search using a date range, from the top date to the bottom date.

To examine the details of a particular Job, double click a job record. The Jobs Management module will open up, starting on the Details tab.

• The “Include Children Account Removals” checkbox at the bottom of this screen ensures Jobs connected to the children accounts of the Corporate are displayed.  These Jobs will be highlighted in yellow.  

• The Bill column: Will display as Y if the Customer/Debtor was set as the Bill To on the selected Job.

• Corp: Will display as Y if the Customer was set as the Corporate account on the Job.