This is my personal favorite new feature in v3.1 of Moraware JobTracker. I’ve saved hundreds of mouse clicks already.
There’s a new way to save a few clicks every time you want to assign an activity to yourself, or make yourself the salesperson for a job, account or quote. Here’s a short video on how to set it up and use it:
Once you set up the link between users, salespeople, and assignees – all of your users will be able to save time when they’re scheduling activities for themselves or if they’re the salesperson. There’s more information about setting up users, here: http://www.moraware.com/help/?page=_1JM10MJAD.htm