You may have seen it in the Update bar within Jobs: what does it do?
From a question raised by one of our users...
When updating jobs, you may have seen an option in the Update bar which reads 'Retain Client/Location' and wondered 'what does it do?'.
The option is used in conjuction with the Update & New option. Imagine that you're having to create several jobs in succession. As soon as you finish the first job, you click Update & New to move to the next job.
What if the second job were for the same client and/or location as the previous job? Wouldn't it be nice if you didn't have to manually re-enter that same information again?
That's where 'Retain Client/Information' comes in! If you check this box before you click Update & New, the next job will keep the same client and location information which just may save you several minutes of data entry. You can always modify the portions of the new job which may need tweaking. Try it and weigh your options as to whether the time saved by copying the previous client and job information will make you more efficient!