With Manager SE 9.1 we are bringing a new view to the order screen called job view. See the instructions below for how to enable Job View.
- Click on Setup
- Click on Presentation Tab
- Select Group by Job View
- Job View is now enabled
With Manager SE 9.1 we are bringing a new view to the order screen called job view. See the instructions below for how to enable Job View.
Take note of your EST and INV templates prior to enabling Job View. When you enable Job View it will automatically set the EST and INV templates to the Job View templates to ease the transition. You can customize the Job View templates to provide the same information as your previous templates.