View jobs

Contacts - View Only; Jobs - View All Jobs

If you have Practice Manager, instead of searching the Jobs area to see the current (open), recent and recurring jobs for a client, you can access this information via their profile in Contacts.

1. Click Contacts > Clients.
2. Locate and select the required client.
3. Click the Jobs tab, where you can:
4. Click the row of a job to access it.
5. Click Add job in the Open Jobs panel to add a new job.
6. Click Add Recurring job in the Recurring Jobs panel to add a new recurring job.
7. Click View All in the Last 10 Closed Jobs panel to see all your closed jobs.
8. Click the Delete button ​ at the end of a row in the Recurring Jobs panel to delete a recurring job.