Job & Send To Information

Top  Previous  Next
Open Jobs Only - Use this option to filter the job lookup control to only list active jobs.  Closed jobs will not be included if this option is checked.

 

Lookup By Job Name - Use this option to lookup the job by the job description instead of the job number.

 

Job - Use this to select the desired job.

 

Send To - Use this option to automatically set the recipient's name and address based on the contact information associated with the selected job.  Options for this selection include the Customer, Architect, Lender, and Owner of the project.  If the specified Send To party has NOT been set up on the job, the Undefined icon will be displayed next to the field indicating that the job information should be updated with the contact information.  If the specified Send To party is available, then the Located icon will be displayed. Note: Use the Job button next to the job number lookup control to open up the list of jobs to quickly update any missing contact information.  
 
Note:  The company's name and address may also be manually entered into the Send To section of the screen.

 

Job Rep - This field is NOT currently being referenced on the Fax form so this field may be ignored.

 

Note:  The recipient's name information may also be manually entered in the Send To section of the screen.