Searching and Viewing Sites
To search for existing Sites first click Sites from the navigation pane on the left. You can then use any one or a combination of the available search filter columns including Sites (Site name), Sites Type, Core Business, Phone (Site Work phone number), or Email (Site Work email address). Each filter will narrow the list of found Sites as soon as text is entered into them. When you have found the Site you are looking for, select it from the list to view its details.
Editing Site Details
After finding and viewing the selected Site you can also edit any of the available Site Details, add or view Attachments, and view their Job History by clicking the desired tab. Further usage of each tab is described below.
Site Details tab
This default tab displays all available Site fields.
The Attachments tab will contain any relevant Site documentation and images.
Job History tab
This tab will list open and closed jobs that were logged by this Site. These jobs can be viewed and updated by clicking on them.
Once you have made any changes to the person’s details, scroll down to the bottom and click the Save button.
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