Customer Job History and Job Sites

Rights needed:  Adding customers into DSM require “User can add customers” under customer management in their user profile.  You may also need administrative rights to turn on or off features in DSM.

JOB HISTORY (F4) tab:

The Job history tab shows a multitude of information.  It shows the date, order number, type of work, etc. relevant to any job that’s ever been entered for this customer.  You may sort ascending or descending by clicking the headers at the top.

Additional features of this screen allow you to filter at the bottom to narrow your results as well as edit orders, job tickets and invoices shown. 

 

JOBSITES (F5) tab:

The jobsites tab shows any job sites this customer has been involved with.  Similar to the job history tab above but with other information.  This is also helpful when showing things like certified jobs which must be attached to job sites.