Positions

You can create a lookup list for job positions. This list identifies the position of customer and supplier contacts.

💡These tutorials explain how to create, edit and delete the job positions of customer and supplier contacts.

How to Create a Job Position#

1. Navigate to Edit Positions.
2. Click Add/Edit (button) if it is not blue.
3. Click anywhere in the top row where it shows: Click here to add a new row.
4. Description = Enter the name of the position.
5. Click Save (button).
6. Close the popup with the X in the corner.

How to Edit a Job Position#

1. Navigate to Edit Positions.
2. Click Add/Edit (button) if it is not blue.
3. Click the description of the position and edit the text.
4. Click Save (button).
5. Close the popup with the X in the corner.

How to Delete a Job Position#

1. Navigate to Edit Positions.
2. Right-click the position you want to delete and select Delete.
3. Confirm the deletion on the popup.
4. Close the popup with the X in the corner.