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Due to the large amount of information included for each job, the horizontal scroll bar is used to view all details for the work flow.
Procedures
Editing A Job
From the top of the screen, select the required filter options.
Click Refresh. The Jobs list will be updated.
From the Jobs list, select a job.
Click Edit. The Forecast Site Approvals dialog will be displayed.
Edit the details.
Click OK. The dialog will close.
| Tip |
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The Notes section of the Forecast Site Approvals dialog and Work Flow Tools screen are CRM Comments created by the Forecast Site Approvals Department. |
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To further review information and to add comments for a selected job, the current job that is displayed in the context bar can be changed.
From the Jobs list, select the required job.
Click Select. The context bar will be updated with the selected job information.