Linking entities to a job
Each job has the ability to link to different entities such as clients, assets, knowledge base articles and even other jobs.
There is no limit to the number of individual entities that can be linked to a job. For example, a job can link to 1 client, or 20 clients. It can at the same time link to 2 assets, and 5 other jobs.
By default, each job must link to at least 1 client.
Why link entities to jobs?
When an entity links to a job, it give greater meaning and context to that job. For example. If a particular asset, say a printer was linked to a job, then the staff member viewing that job would be able to easily see the relationship and conclude that the printer is a main issue in the job.
Linking Clients to a Job
Every Job must have at least one client linked to it before it can be saved. This client becomes the “primary” client for that job.
To do this:
Type the client ID into the Primary Client ID textbox in its entirety, or enter as much as you know of the client ID, and click the tick, and the field will either be auto filled, or you will be given a list to choose from.
Click the Clients button to open the clients screen where you can perform a search for the desired client. When the job is actioned, the client ID that you have entered will be validated. If no such client exists, you will be prompted to re-enter the client ID. A client ID entered in this way will automatically be flagged as the “Primary Client”.
Link a client to a job from the Links tab instead of the Job Details tab.
The steps are as follows:
- Open the Job Details screen
- Click the Links tab
- Right-Click Clients
- Click Add
- Use the Search functions of the Clients screen to find the client you require
- Click Select
Further to each job requiring at least one client to be linked to it, each job also requires that one of these clients is marked as a “primary client”. If a job only has one client linked to it, that client automatically becomes the primary client.
When multiple clients are linked to a job, to specify who is the primary client, click the Links tab, click the Clients option, select a client and then select Primary entity. The Primary Client designation is simply a “tag” given to one of the linked clients to identify them as the main contact for the job. It is also used when sending email via the Action screen. The primary client has it’s own email checkbox so that email can be deliberately targeted to the primary client.
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