Create workorder for client not yet entered into AyaNova

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Create workorder for client not yet entered into AyaNova

 

What if the client is not yet available for selection in your existing list of clients to choose from when creating a new workorder?

 

Easy - just create the client on the fly!

 

 

A. The client is not entered in AyaNova yet:

 

You have dropped down the list of clients in the client selection window and the client is not listed

You have used the Client Finder feature and no client displays for selection

Such as the examples in the Tips & Tricks section Creating new workorder for a client

 

 

B. In the client selection window after clicking on New... to create a new service workorder, just click on the Client "jump" button with no client selected

 

NewWOgrid

 

JumpToClientEntryscreen1

 

 

 

C. Clicking on the Client "jump" button with no client selected will open a new empty client entry screen so that you can quickly enter in the Clients Name

 

NewClientName

 

D. Click Save & Exit

 

NewClientSaveExit

 

E. And you are returned to the client selection window where you can now select that client you just created!

 

JumpToClientEntryscreen2

 

F. You can always go back into that client's entry screen at any time and add more details such as address, phone numbers, etc

 

Use the Client "jump" button from within the service workorder itself to open that client's entry screen

 

JumpToClientEntryscreen3

 

Or use the client "jump" button on any grid where that client's name is which will open that client's entry screen

 

JumpToClientEntryscreen4