Job Customer Field
  • 17 Jun 2022
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Job Customer Field

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Article summary

This article covers the "Our Customer" field on the Job (pictured below).




If you click the ellipsis next to the customer name, three options display (select customer, view/modify customer info, and customer statistics)


1. Select Customer

If you click "select customer", the message below will display. See Move a Job to a Different Customer for instructions on changing the customer selection. 


2. View/Modify Customer Info

When “View/Modify Customer Info” is clicked, the customer screen opens.

3. Customer Statistics

When “Customer Statistics” is clicked, the customer stats open.


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