Viewing Customer Jobs

After jobs have been entered into the Job Manager system and associated with specific Customers, you may generate a list of a Customer's jobs. This can be performed by using the Find Jobs feature.

Viewing Customer jobs

1. Select the Customers tab and click New Customer. This will open the Customers Home page.
2. Click Find Customers. The Find Customers page will open.
3. In the Customer Code/Name field, type the Customer Name or Customer Code you want to find Jobs by and click Search ( ). The search results will appear.
4. Sort the results by clicking the Status column header.
5. PRINTING: To print the results, click Print View. The results will open in a new browser window. Click Print ( ) in the new browser window.
6. EXPORTING: To export the results of the Customer Jobs window, click Export Data. In the Export Data window that opens, set the export options and click OK. The file will be exported and downloaded according to the download settings of your browser.