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Adding a Site for a Job or task.

A site is an alternate address to your contacts physical address. Typically used if your have a contact that has multiple addresses that you might visit for work.

Step 1: Open the Job you want to assign a Site to

  1. Select Jobs

  2. Select All Jobs

  3. Open the Job you wish to update

Step 2: Edit the Job

  1. Select Edit

Step 3: Select a Site

  1. Select Site

  2. Select your Site Contact

Step 4: Save your changes

  1. Select Save

  2. The Site will now be assigned against the Job.