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Find out what configurations should be performed before you start using the CRM.COM Jobs module |
Learn to set up Jobs related business processes and rules.
Mandatory Configuration: Links to manuals of Jobs configuration modules that are required for the module to work correctly
Related Configuration: Links to manuals of configuration modules other than those of Jobs that offer additional functionality or are required for the module to work correctly
Optional Configuration: Links to manuals of Jobs configuration modules that offer additional functionality but are not required for the module to work correctly
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The following modules must be configured in order to use Jobs:
Module Name | Manual | Description |
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| Job Statuses | Configuring Job Statuses | Set up statuses to be added to the Job |
| Job Types | Configuring Job Types | Set up types to be added to the Job |
Job Business Definition | Configuring Jobs Definitions | Define all business rules that will control an Jobs Life Cycle, and without which a Job cannot be created. |
| Billing Term Schemes for Jobs | Configuring Billing Term Schemes for Jobs | Create Normal Billing Term Schemes that can be used by Jobs |
| Billing Term Job Definitions | Configuring Billing Term Job Definitions | Provides configuration options for Billing Terms Definitions specifically for Jobs |
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The following modules are related to, but are not a part of, Jobs. Such entities either:
- Must be configured accordingly in order to be able to start using the Jobs module (Configuration Type = Mandatory)
OR - May be configured to use the Jobs module at its full capacity (Configuration Type = Optional)
Module Name | Manual | Description | Configuration Type |
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| Communication Templates | Configuring Communication Templates | Creates various templates to be used when a communication is created | Optional |
Communications Business Definitions | Provides configuration options for Communications | Optional | |
| Activities Business Definitions | Configuring Activities Definition | Provides configuration options for Activities | Optional |
| Activities Types | Configuring Activity Types | In order to use Activities as tasks for Jobs and bill them, Create Activity Types defining related Types and Services. | Optional |
| Resource Scheduling Business Definition | Provide the rules regarding Activity Services and Resource Requests. For example, establish whether a Resource Request is mandatory for certain Activity Types and whether resources require confirmation etc. | Optional | |
| Additive Discounts | Configuring Additive Discount Definitions for Jobs | Create Additive Discounts that can be used for discounting Jobs | Optional |
| Price Plans | Managing Price Plans | Define the products and the correct Price Rate Types for the Job and related Activities' Services that you would like to bill | Mandatory for Jobs of Billable Billing Directive which is defined in the Job Type |
| Products | Managing Products | Create the products that will be used as Services or Physical Goods on the Jobs and related Activities | Mandatory |
| Subscription Type | Configuring Subscription Types | In order to use Jobs for subscription ordering. | Mandatory for Subscription related Fulfilment Scope which is defined in the Job Type |
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The following entities are available and can be configured under Jobs. A working CRM.COM model can exist without them being configured.
Module Name | Manual | Description |
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| Job Categories | Configuring Job Categories | Set up categories to be added to the Job |
| Job Cancellation Reason | Configuring Job Cancellation Reasons | Set up reasons to be used when cancelling a Job |