See a company's or a person's jobs

When your workspace has Jobs, a company and a person each get a Uppdrag tab. A workspace without Jobs never sees it.

On a company it lists every job booked for that company. On a person it lists the jobs where they are the contact, whichever company the job is for.

Each row shows Nummer, Uppdrag, Uppdragstyp, Status, Planerat and who is Ansvarig; add the Plats from the column picker. Until you sort by a column, the latest visit comes first: booked visits by their time, unscheduled ones by when they were created. Click a row to open the job.

The tab searches, filters and picks its columns like every other list on a record (Choose columns on a list inside a record). Archived jobs are left out, as on the Jobs page.

Book a new one from here. Boka ett besök opens a new job with the company already filled in, and on a person's card the person too. See Create a job. On a person with no company the button is not shown, because a job needs a customer.

Like any built-in tab, you can move or hide it from Edit Layout (Arrange and resize what is on a tab).