Work Orders Tab
Tip: The Work Orders tab is located at the bottom far right of the Contacts file
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Displays all Work Orders created for this contact. Data fields are auto-filled by the Work Order file; estimates identifiable in red.
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This feature allows you to easily search for an old Work Order so as to Activate an estimate or to duplicate an order for the same or a different customer.
Work Orders Tab Explained
Most items in this tab are non-modifiable.
Web Portal
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Username for the web portal; to view work orders.
Web Portal Password
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Password for the web portal; shown in the clear.
Date Column
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The date of the Work Order.
WO Column
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The Work Order number.
Description Column
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Notes concerning Work Order.
Status Column
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Status of the Work Order.
Total Column
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Dollar total of the Work Order.
All Button
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Open all Work Orders in list view.
Go Button
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Open the specified Work Order. Then click the Activate or Duplicate Work Order sidebar button, as required.
Artwork Category Column
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The category of the Work Order art.
Total Value Field
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The total value of all Work Orders and estimates; may or may not be posted to an Invoice.
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The amount excludes taxes but does include discounts and multiple orders.
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