Access a job
- If not already in a New Job/Edit Job window, find the job in Calendar > Jobs (List View)/Jobs (Monthly View)/Jobs (Weekly View) and open the job. See Searching jobs.
- In the View Job window, click Edit.
Enter/update information
In a New Job/Edit Job window, scroll or jump to the Additional pane, and enter or update text or make selections:
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Notation
(24-character limit) Special notations, such as “V” (for video), “RT” (for realtime), “1 of 2,” or “Daily,” that appear in the job listings grid so you don’t have to open jobs to see this information.
Rescheduled From
Edit Job window only
Uneditable field show job number of original job that was rescheduled. To view the original job’s details, click
.Linked Job
Edit Job window only
Job number of job this job is linked to. To view the linked job’s details, click
. To unlink the job, delete its number. To link to a different, existing job, enter the new job’s number. Ony one job can be linked to another job. -
Sales Rep
The account executive or sales representative for the job. Sales representatives are set up in Resources.
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How Referred
The way the contact found your business. Options are set up in Lists > Jobs.
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Scheduling Notes
Unlimited character count. Remarks for internal use only. Text entered here does not appear on any outgoing communications. It will appear on Job Printouts if Show Scheduling Notes is set to Yes.
To customize the appearance of the notes, see Customizing notes & remarks. Text customizations will appear in job printouts. To include boilerplate text set up using Notes Templates, see Adding boilerplate text to remarks & notes.
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Confirmation Notes
Unlimited character count. Remarks for the client. Text entered here appears on:
- Confirmation email in the Remarks section. See Sending job confirmations or cancellations.
- Assignment Notification worksheets sent to resources if this optional field is added to the worksheets in Form Templates.
- Job Printouts if Show Confirmation Notes is set to Yes.
To customize the appearance of the remarks, see Customizing notes & remarks. Text customizations will appear in printed forms and emails. To include boilerplate text set up using Notes Templates, see Adding boilerplate text to remarks & notes.
Resource Notification Notes
Unlimited character count. Any instructions or remarks for the assigned resource(s) to know about the job. Text entered here appears on:
- Assignment Notification form in the Resource Notification Notes data field. See Sending individual assignment notifications and Sending batch assignment notifications/cancellations.
- Job Printouts if Show Resource Notification Notes is set to Yes.
To customize the appearance of the notes, see Customizing notes & remarks. Text customizations will appear in Assignment Notifications sent to resources. To include boilerplate text set up using Notes Templates, see Adding boilerplate text to remarks & notes.
Production/Billing Notes
Unlimited character count. Text entered here appears:
- At the top of the job’s detail screen in Turn In.
- On Production Sheets.
- On Assignment Notification worksheets sent to resources if this optional field is added to the worksheets in Form Templates.
To customize the appearance of the notes, see Customizing notes & remarks. Text customizations will appear in data fields, printed forms and emails. To include boilerplate text set up using Notes Templates, see Adding boilerplate text to remarks & notes.
Save job
In the New Job window, click Save or Save > Save & Close in the Edit Job window.