ECommerce - Accounts - Customer Profile - Jobs

The Jobs tab in your Customer Profile gives you the list of jobs that are associated with your customer account.

Each Job can be clicked on to provide pertinent Job information. Data that are displayed in the Job Information page include the Job Number, Name, Business Location and the Salesperson you can get in touch with for this Job.

The Jobs tab also allows the linking of more than one Job to a customer account.

The Jobs tab is primarily used to view a customer’s list of Jobs. If you need to add or delete a Job in the list, you will need to go to the User account linked to the customer account and edit the Jobs connected to the customer.

To learn how to add or remove a Job, click here to access the Job Restriction Help File.

 

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