How do I look up a Contact's jobs history? : Formitize Help Desk

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How do I look up a Contact's jobs history? Print

Modified on: Thu, 19 Sep, 2024 at 9:03 AM

To find the history of jobs that have been done for a client, go to CRM > Contacts > search and select the Edit Arrow for the desired Contact.

Inside the Contact Management Portal, you can then select the Jobs icon to view all jobs that have been done. You can also search for the jobs by their status, by selecting the dropdown above the list.

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How do I look up a Contact's jobs history? Print

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