Job Creation Screen Configuration Options

Uses the Account Search feature to help fill in job details into the provided fields

Account Search Configuration

This feature allows operators to use the customer details from their external lead list such as their CRM.

Move all the leads / customer information into Excel, or export them from a CRM and put it into Excel.

Ensure that the Excel file has the following columns in it.

Column	Description
Account Id*	The number that will be used to search for a particular customer.
First Name*	The first name of the customer or lead.
Last Name*	The last name of the customer.
Property Unit No	The unit number of the property.
Property Street No	The street number of the property.
Property Street Name	The street name of the property.
Property Street Type	The street type of the property.
Property Suburb	The suburb where the property is located.
Property State	The state where the property is located.
Property Postcode	The postcode of the property.
Phone Number	The phone number of the customer.