Assigning job templates (for staff users only)

You can associate as many job templates with a customer account as you need.

Requirements: You must have a customer role that includes the Modify Customer right.

1. On the home page, click Administration.
2. Right-click a customer name and select Edit Customer.
3. In the left pane, select Job Templates.
4. In the Available jobs for list, select the customer category:  
   • To view all jobs for all customers, select All Customers. 
   • To view all jobs for your customer only, select My Customers. 
   • To view all jobs for color customers, select Color Customers.
5. In Jobs column, select a check box beside the jobs that you want to use as template jobs.
6. Click Update.