Add a Watchout for a CardFile

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You can add a watchout for a specific cardfile to pop up whenever a job is added for that cardfile.

 

In this instance, we will add a watchout to advise that the job will require a PO before invoicing.

 

On the ribbon, go to Tools > Watchouts and add a new watchout.

 

watchouts

 

Select Job in the On field, and Cust# changes in the when field. Choose the customer cardfile, then add the required information in the field below:

 

cfwatchout

 

Further information

Adding A New Watchout

Watchouts in Action