SingleOps allows you to automatically default and auto-fill each Job Name based on one of five different naming conventions or options. Whichever your preference, SingleOps can help automate the naming process (and speed up Job creation).
In this article:
Default Job Names
Navigation & Set-Up
- Navigate to:
Setup > Account Settings > Search Account Settings
- Search: 'Default Job Name' in the search bar
- Next to Default Job Name? select your preferred option from the dropdown (see Job Name descriptions below).
- Once you have selected your desired Job Name, click the Update Settings button to save your changes.
All new Jobs will reflect this new naming convention.
*Note: If you find yourself modifying the Job Name frequently or if the auto-fill options do not fit your specific needs, None may be the best solution for your team.
Job Name Descriptions
| None | Leaves Job Name blank so you can customize for each Job. |
| Client Billing | Populates a simplified version of the Client's billing address |
| Visit Location | Populates a shortened Visit Location address |
| Company Name | Populates company name (from Customer Profile) |
| Client Name | Copies over Customer's name (from Customer Profile) |
Comments
Please sign in to leave a comment.