Navigation:  5 Using Total Enterprise CRM > 5.8 System administration > How to work with Admin? > How to create new job?

 

 

Job is used for scheduling jobs (based on workflow) to run periodically. For example, you could set up a job that emails pending invoices every day at 1am.

You can add a new job or edit any existing job by following these easy steps:

 

Step 1: Select 'All Jobs'

 

 

On ribbon, click the "Admin" tab.

Under Workflows group, select "All Jobs".

 

Step 2: Select 'New'

 

 

Right click anywhere inside this window and from drop down menu, select "New"

 

Note:

You can also create a new job either by right-clicking on the job's grid and choosing "New" or by double clicking anywhere on blank area. You can also choose "New" command on quick-access toolbar.

 

Step 3: Fill the Form

 

 

Here you can enter name, description, workflow attached with this job, state for this job etc.

 

Note:

The fields marked with red star (*) at right end, indicate that these are required-fields while any other field can be left blank.

 

Step 4: Click 'Save & Close'

When you have finished to enter all the desired info,  to save this data, choose any one option on ribbon:

 

Save and Close: saves everything you have entered so far and closes the form

Save and New: saves everything you have entered so far and reopens a blank form for another entry.