Customer Management

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Features Getting Started

Jobs

You can create a Job linked to a Contact or Company and keep a history of all jobs created.

To create a Job linked to a Contact/Company, open the View screen and tap or click on + then select Job.

The list of linked Jobs appear in the Activity tab of the Contact/Company View screen on the mobile, and in the Jobs box of the Contact/Company View screen on the web.

N.B.: the jobs linked to Contacts/Companies are managed from the Jobs app.

See Jobs app Guide

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