Adding Custom Jobs

To assign a Custom Job to a particular account:

  1. Find the account using the Search utility.
  2. Click the Account ID to go to the account details:

  3. Click Custom Jobs in the Control Panel User section:

    In the bottom frame, the Custom Jobs form will appear.

  4. 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.

  5. 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.