Accountants Office with Practice Manager only
The following fields are available on the Client page > Jobs tab using the right-click menu Field Chooser option:
The job code.
The job name.
The job status.
The company to which the job belongs.
The department to which the job belongs.
The office to which the job belongs.
The manager in charge of the job.
The person responsible for the job management.
The budget value set up for the job.
Target date minus today’s date.
To customise the Jobs table, see Customising a display table.
Adding a job
Editing job details
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