Overview
Track job or project style operational records that may connect to CRM work.
Main purposeTrack job or project style operational records that may connect to CRM work.
Important areasJob list, job status, customer links, owner, dates, description, active history.
Business valueJobs connect operational delivery context to the CRM record set when the business uses project or work-order tracking.
Where To Find It
Common Path: Jobs
Exact access can depend on your QCRM role. If the menu item is not visible, ask an administrator to review your permissions.
How It Works
- Jobs represent operational work or projects where the QCRM workspace uses that module.
- A job can carry status, customer context, dates, and descriptive details.
- Activity and comments can preserve job-related history when enabled on the detail page.
Main Areas
| Area | What It Is Used For |
|---|---|
| Job list | Search and review jobs. |
| Job details | Shows status, customer, dates, and description. |
| Activity and comments | Shows discussion and history. |
Important Fields And Controls
| Field Or Control | What It Means | When To Use It |
|---|---|---|
| Job name or number | Main job identifier. | Use a clear reference. |
| Status | Not started, in progress, closed, completed, cancelled, declined, or none. | Update as work progresses. |
| Customer link | Related company or contact. | Use to connect job work to customer history. |
| Owner | Responsible user or employee. | Use for accountability. |
| Description | Work summary. | Use to clarify scope. |
Recommended Workflow
- Open Jobs if your workspace exposes the module.
- Search before creating a new job.
- Create the job with customer context, owner, dates, status, and description.
- Update status as delivery changes.
- Use comments for handover and important decisions.
Best Practice
- Use jobs only when the work needs project or operational tracking beyond a deal or case.
- Keep status current so operational reports are useful.
- Avoid duplicating the same work as a case and a job unless both records serve different purposes.
Troubleshooting
- If Jobs is not in your menu, your workspace may not expose it or your role may not have access.
- If a job is missing from customer history, verify the customer link.
- If status values are unclear, ask your administrator for the company process.
FAQ
Are jobs required for every sale?
No. Use jobs only when operational tracking is needed.
Can jobs have comments?
Where the detail page supports discussions, use comments for job handover context.