Linking a customer to a job

Jobs Overview > Creating jobs > Linking a customer to a job

Take a moment to review the Linked Customer field in the New Job window. Depending upon the entry you made in the Job Number field in the previous step, you'll either see an empty field here, or you'll see that a customer name is already displayed here.

Click below for the step-by-step procedure:

Link a customer to the job (optional)