To enter Job Products, first click on the Contacts tab.
Next, find the customer by clicking on Customers Record View (if they were the last record you were on) or search for them by using the Quick Find.
Next click on Jobs.
Click the Pencil to edit a Job.
From here, add new products or edit existing products on the Job.
Next, find the customer by clicking on Customers Record View (if they were the last record you were on) or search for them by using the Quick Find.
Next click on Jobs.
Click the Pencil to edit a Job.
From here, add new products or edit existing products on the Job.