A Customer:Job can be defined as anyone on your receivables list. Your Customer:Jobs are all of your customers and the jobs you do for them. There are three key components to Customer:Jobs. They are creating new customers and maintaining old customers. Old customers include current (active) customers and previous (inactive) customers. This list will likely contain prospects – those who have not yet spent money with you but have had some sort of contact. By consistently maintaining your contact management database, departments within your organization such as sales, marketing, customer service, help desks, etc. are able to collaborate together and coordinate cross-function activities.
Introduction The Customer:Job Form - Tax Info Tab is used to store a variety of tax information regarding the customer. Form Access From the main menu, click Customers | New Customer:Job, or New Customer:Job File Path From the toolbar, click the New Customer:Job button. New Customer:Job Toolbar Customer:Job Form - Tax