Adding Custom Jobs
To assign a Custom Job to a particular account:
- Find the account using the Search utility.
- Click the Account ID to go to the account details:
- Click Custom Jobs in the Control Panel User section:
In the bottom frame, the Custom Jobs form will appear.
- Enter the description of the custom job and add it by clicking the button:
The custom job will appear in the list right above the form you have filled out.
- Click the ID of the custom job you have just created. You will see the details and a form to add tasks to the custom job.