Add the Customer Sample Registration Entry to the Job Record Module
Interactive Tour:
Add the Customer Sample Registration Entry to the Job Record Module
Guide: Add the Customer Sample Registration Entry to the Job Record Module (36 Steps)
Step 1: Click 'Customer Management'
Step 2: Click 'Customer Sample Registration'
Step 3: Navigate to and click on the 'Verified' Listing
Step 4: Enter the 'Company Name/Personal Full Name' field to search
Step 5: Navigate to and click on the 'View'
Step 6: Click the 'Add to Job Record' button, and then a page 'Add to Job Record' will pop up
Step 7: Enter the KAS Reference ID in the 'KAS Reference#' field in the pop-up page
The selected KAS Reference# should match the newly created Job Record Entry's KAS Reference ID. This Job Record Entry is purposefully made to match the new Customer Sample Registration Record, as a new Customer Sample Registration Record will be added to the Job Record Module. You will see the Customer name auto-filled upon selection of the KAS Reference ID.




