New Default Job Owner Field Added To Company And Office Records - 9/22/2023 [RN]

🚀 Improvement:

We improved our Create Company and Create Department flyouts by including the ability to add a default job owner who will receive job notifications. 

The job Owner field is also available under the Company > Operational Information widget.

 

Why?

We did this to allow BOLD users to assign a job owner at a company or department level.

 

How does this impact you?

Users can now add a default job owner while creating a company or office. Job owners will get notified whenever a job is created or updated under that company or office. The current user creating the company or the office will be pre-populated in the field.

Users can edit the default job owners' field by adding or removing job owners at any time. Multiple users can be assigned to a company or office as job owners.

If a Job Owner is not assigned to an office while creating the office, then the default job owner assigned to the company will flow down to the office level.

 

Availability:

These enhancements are available to all AviontéBOLD customers.

 

Links to other KB articles:

These articles contain more information related to this topic:

Creating a New Company and Contact

Create and Manage Company Offices

This article Set up Company Statuses (Table Editor) contains more information on the Operational Information widget.

 

Screenshots:

Add New Company - Default Job Owner

Add New Company - Default Job Owner.gif

 

Operational Information Widget on Company Page

Operational information widget on Company page.png

 

Operational Information - Adding a Default Job Owner

Operational Information - adding a Default Job Owner.gif

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