When creating a job can we use the client ID number to bring up the client details. It will be helpful when you have a bunch of jobs under the same name, we can spend a while scrolling for the right one.
Thanks for the suggestion — we understand how scrolling through multiple clients with the same name can slow things down when creating jobs.
At the moment, the best workaround is to create the job directly from the client record. You can do this by first searching for and opening the client, then selecting Create Job from within their profile. This ensures the correct contact is already linked to the job and avoids needing to locate them again in the job creation screen.
Because Client ID numbers are often difficult to remember, starting from the client record can usually be the quicker and more reliable option when working with multiple clients with similar or identical names.
JJM Pest Management
•
Mar 20
Oh yes, that makes sense, will definitely do it this way from now on. Thank you
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Comments2
Prue Wernicke
Mar 12
Thanks for the suggestion — we understand how scrolling through multiple clients with the same name can slow things down when creating jobs.
At the moment, the best workaround is to create the job directly from the client record. You can do this by first searching for and opening the client, then selecting Create Job from within their profile. This ensures the correct contact is already linked to the job and avoids needing to locate them again in the job creation screen.
Because Client ID numbers are often difficult to remember, starting from the client record can usually be the quicker and more reliable option when working with multiple clients with similar or identical names.
JJM Pest Management
Mar 20
Oh yes, that makes sense, will definitely do it this way from now on. Thank you