Customer Knowledge base

Getting Started with EasyBase

Customer Knowledge base

Getting Started with EasyBase

Customer Knowledge base

Getting Started with EasyBase

Last updated March 30, 2024

Job Management

The following section is designed to offer a comprehensive guide on creating, managing, and deleting data within the EasyBase system. We’ll take you through the step-by-step process of creating a job, managing a job, and subsequently deleting a job.

Create New Job

Generating a new job in EasyBase is straightforward and offers several approaches. One commonly used method, especially for recurring customers, involves navigating to the ‘contacts’ tab and clicking the light blue button located on the row corresponding to the desired contact. This button initiates the creation of a new job specifically for that contact.

Another approach to creating a job is by opening one of the selected contacts in a new window. Within this window, you’ll find various buttons, including one labeled ‘Save as Job’. Clicking on this button allows you to create a new active job for the selected contact.

The last method for generating a new job involves navigating to either the ‘Active’ or ‘Completed’ jobs tab and selecting the ‘Create New +’ button.

Upon clicking this button, a new window will open, allowing you to choose the contact for whom you wish to create a job.

Simply click on the desired contact and then hit the ‘select’ button to generate a new job for the chosen contact.

Modify a Job

To modify an active job, head to the ‘Active Jobs’ tab, where you’ll discover two methods to open the details in a new tab. The first option is to double-click the row corresponding to the record you wish to edit. Alternatively, you can click the small blue edit button, which will also open the details of the record.

Upon opening the job record in a new tab, you’ll notice that the interface closely resembles the one used when adding a new job record.

Here, you can make any necessary adjustments, and afterward, simply click the green ‘Save Details’ button to save and finalize any modifications made.

Delete Job

Now, while this step isn’t typically necessary for most users, it’s essential to address it in case the need arises in the future: deleting a job’s record from the system.

There are two methods to approach this: bulk delete or individual delete. Bulk deletion involves selecting multiple jobs using the checkbox provided in each row and then clicking the delete button located at the top of the window, just below the search bar. The second option is to delete a job individually by using the red delete button on the respective row of the active or completed job.

It’s important to note that deleting a job record will also result in the removal of all associated files.

Therefore, exercise caution when deleting job details to avoid unintended data loss.