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Working with Jobs
The Job Register in Mamut Online allows you to create new jobs as well as view, edit, delete and create sales orders linked to existing jobs in Mamut Online.
How to create a new job
-
Within Mamut Online,
click Work Areas -
Contact - Jobs -
Add New
-- or --
New - Job.
-
Enter the desired No./Project
class and name as well
as a more detailed description in the Description
field.
-
When you fill out the
Planned start date and Planned
end date the program will automatically fill out the job's Planned duration.
-
Adjust the % Complete
according to the progress of the job. You can create your own percentages
in the Properties register in
Mamut Business Software.
Read more about the
Properties register in Mamut Business Softwarehere, (external link).
-
Select if the job is linked to a department.
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Enter the Priority
of the job in the drop-down list.
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Select the employee in your company who will be Responsible for the job.
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Enter Notes
if necessary.
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The Available in accounting
check box is defaulted to this setting. Deselect this if you do not want
the job to be available in the program's accounting modules.
-
Click this icon to enter the URL of the job, if it
has a website or an e-mail address.
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Click Save in order to reach the other panels Activities, Sales
Orders and Contacts.
-
Click Save & Close
to be redirected to the previously accessed page
-- or --
Click Save & New if you
want to create a new job.
You have now created a new job in Mamut Online.
How to find and view, edit and delete an existing
job
-
Click Jobs in
the Contact work area
-- or --
Click Lists - Jobs.
You can use the filter options in the upper part of the screen to search for the job you want to take a closer look at. The possible filter options in the first drop-down list are Status, Name and Project Class. You are also able to use the search options in the second drop-down list to make your search even more precise.
-
Select the job you wish to view and click Edit
in the upper toolbar if you want to make changes to or delete this job.
-
Click Save or
Save & Close in order to confirm
the changes and to be redirected to the previously accessed page
-- or --
Click Save & New if you
want to create a new job.
You have now edited a job.
Note! A job cannot be deleted if it
is referenced in other modules. If the job is no longer active you can
set it to Inactive in the Status drop-down menu.
Read more about:
About the Job Register
Job List
Version 11.1. The documentation may refer to services and/or functions that are not included within your solution. If you wish to get more information regarding this, please contact Mamut.
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