lavori (Base): Collegamento lavoro A lavori

Quando fai la tua regolare contabilità lavori , potresti voler vedere più contesto, ad esempio, what lavori sono stati fatti prima per questo o per l'altro account (ad esempio, reporting per persone fisiche e giuridiche). Questo è il momento in cui potresti voler collegarne uno lavoro ad un altro.

Come collegare a lavoro agli altri lavori lavori:

• You may link the job to any other job, including those created for the other accounts.
• A job might include as many linked jobs as you need.
• The jobs are always cross-linked. For example, if you linked Job A to Job B, you will see in the details that Job B is linked to Job A.
• Jobs are linked to jobs by a firm owner, admin or team member with access rights to view all accounts or assigned to the account.

Ecco come farlo:

• To link an existing job, click Link, select Jobs and choose the jobs you want to link. You can link any jobs, including the archived ones. You can click Filter at the top right to filter the job list by account, pipeline name or pipeline stage.

• To link a new job, click New and select Job. This will open the Add job sidebar. After you fill in the job details, it will be automatically linked to the current job.

After linking, jobs will be displayed in the  Linked > Jobs section on the right of the job card. 

Vedrai quanto segue:

• Account: Who the job is for, whether a company (a business account) or an individual (a personal account).
• Name: The name of the job.
• Stage: The stage the job is in.

Inoltre, fai clic sul nome del collegamento lavoro per esaminarlo e modificarne i dettagli. Fare clic su x sul lato destro della linea di lavori per scollegare quelli non necessari.