In this view, you can set data about customers in order to assign the new job to a specific customer. These data are not absolutely required for creating a new job but can be very helpful when running the Prinect Manager (for example, when looking for certain jobs).
Prerequisite: A customer must have been entered in the Prinect Manager customer administration (see Customers) to be able to select this customer for assigning to a job.
"Take Customer Data from Job Template" option
When you enable this option, the customer data assigned to the template job will be copied to the new job. In this case, "Customer Name", "Customer ID", "Nickname" and "Agency" are dimmed.
Customer Name
Select a customer name from the list box. The list box shows all the customers who are registered in customer administration. The "Customer ID" and "Nickname" boxes are then filled automatically.
Customer ID
If a customer was already selected, his/her customer ID displays in this box. If no customer was selected so far, you can select the customer in the list box using the customer ID. The "Customer Name" and "Nickname" boxes are then filled automatically.
Nickname
If a customer was already selected, his/her short name displays in this box. If no customer was selected so far, you can select the customer in the list box using the short name. The "Customer Name" and "Customer ID" boxes are then filled automatically.
Agency (only for Prinect Remote Access)
Prerequisite: This parameter is available only if the Prinect Manager is connected to a Prinect Remote Access setup.
You can assign an agency to the new job with this function. The "Select Agency" dialog opens when you click the "Agency" button. You can select one of the available agencies in this dialog. Your selection can be based on the customer name, customer ID or nickname.
The agency you selected displays in "Agency". You can also set a default agency that is always assigned automatically to the customer.
Customer Job ID
This box is designed for the case that customers will have their own job number that differs to the one set in the Prinect Manager. By default, the Prinect job number is set in this box. You can use this number if a customer job number is not required.
You can overwrite this with the new customer job number if a customer's own job number is required. This is then assigned to the job in addition to the Prinect job number.
Customer Job Name
This box is designed for the case that customers will have their own job name that differs to the one set in the Prinect Manager. By default, the Prinect job name is set in this box. You can use this name if a customer job name is not required.
You can overwrite this with the new customer job name if a customer's own job name is required. This is then assigned to the job in addition to the Prinect job name.
You will find details about the buttons along the bottom of the dialog in: Buttons in all views.