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Archiving a customers job
Quote from Guest on 16 August 2019, 2:09 pm
Gerry - can you have a look at this please? Our customer has cancelled a job but cannot delete it from their end, they have archived it but still showing on our end, so I will archive it our end please can you update us with your findings.
Gerry - can you have a look at this please? Our customer has cancelled a job but cannot delete it from their end, they have archived it but still showing on our end, so I will archive it our end please can you update us with your findings.
Quote from
Gerry on 16 August 2019, 2:10 pm
Hi Mandy
Yes that is correct, to remove the job from both accounts you would both need to archive the job. Otherwise there is a risk that a customer archives a job which you may still be working on i.e to raise an invoice.
Thanks
Lauren
Hi Mandy
Yes that is correct, to remove the job from both accounts you would both need to archive the job. Otherwise there is a risk that a customer archives a job which you may still be working on i.e to raise an invoice.
Thanks
Lauren
