Action Owners

Top  Previous  Next

 

 

JC  ActionOwner

Each Action has an Owner - The person or department with the responsibility to ensure its completion.

 

The Action Owners Screen has the usual New, Report, Delete and Exit buttons, as well as an Import menu to import Suppliers, Estimators and Salespersons from the parent system

 

As well as the Action Owners held here, the following pre-defined Owners are substituted at report time for the relevant names for the current job:

     "[Estimator]",  "[Supervisor]", "[Sales]", "[Client]"

 

The mobile phone column is used to send SMS messages.

 

 

Toolbar

 

       Import Menu                Imports owners from parent Databuild system

               Estimators

               Salespersons

               Supervisors

               Suppliers                Only imported if they have either an email address or mobile phone number

               Clients

               Other Contacts

 

       new        Add a new owner

       report        Preview Report

       delete        Delete selected owners

       exit        Closes the routine