View and create new job types
The data table contains a list of all the job types that are defined in the CRM. Schedulers can view and create job types (as required by their organization) via the Skedulo web app–rather than having to find and enter them directly in their CRM.
NoteUsers must have the required CRM permissions to create, view and edit the data table.
View job types list
The data tables can be accessed via the navigation menus (at the top of the console). Click on Manage and select Job Types from the menu options.
The table lists all of the job types defined in the CRM.
Accessing the job types list in the data tables.
Viewing job types in the data table.
Also, see Create a new job type (using Salesforce).
Create a new job type
Create a new job type directly within the list by clicking on the Create new button at the top-right corner. Complete the required field named Name, highlighted red.
How to create a new job type using the data table.
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