Easily find jobs using a contact like client or agent

Category: Office Management 9 years ago

On the opening main screen at the top of Views, switch from Jobs to Contacts.  Enter your agent last name or company name in the Search field.  Tap search to locate matches.  Select the desired agent or client, and all the jobs associated with him or her will appear in the right pane.  A job may be selected in the right pane to drill into its detail summary, edit, or access any of its attached inspections.
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How has COVID affected your inspection or marine survey business?

Total votes: 582
626650682 [{"id":"25","title":"Has remained slow the entire time","votes":"79","type":"x","order":"1","pct":13.57,"resources":[]},{"id":"26","title":"Started slow, but ramping up now","votes":"52","type":"x","order":"2","pct":8.93,"resources":[]},{"id":"27","title":"Business remained steady","votes":"81","type":"x","order":"3","pct":13.92,"resources":[]},{"id":"28","title":"Busier than ever","votes":"156","type":"x","order":"4","pct":26.8,"resources":[]},{"id":"29","title":"Expanded or planning to expand my business\/inspectors","votes":"39","type":"x","order":"5","pct":6.7,"resources":[]},{"id":"30","title":"Reduced or planning to reduce my business\/inspectors","votes":"52","type":"x","order":"6","pct":8.93,"resources":[]},{"id":"31","title":"I'm thinking about retiring","votes":"65","type":"x","order":"7","pct":11.17,"resources":[]},{"id":"32","title":"I've decided to become a new inspector or marine surveyor.","votes":"58","type":"x","order":"8","pct":9.97,"resources":[]}] ["#ff5b00","#4ac0f2","#b80028","#eef66c","#60bb22","#b96a9a","#62c2cc"] sbar 200 200 /en/polls.html?id=7&task=poll.vote MSG_ERROR_NO_SELECTION Please select either existing option or enter your own, however not both. MSG_THANK_YOU_NO_RESULTS COM_COMMUNITYPOLLS_LABEL_ANSWERS Votes ...