Utilising the Contact Job List Filter in Network

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This article provides a guide on how to use the Contact Job List Filter in BigChange. This feature allows users to identify which jobs in the CRM Jobs view are carried out directly and which are a result of collaboration, either as the job originator or contractor.

 

Understanding the Contact Job List Filter

The Contact Job List Filter is a feature in BigChange that allows users to filter jobs in the CRM Jobs view based on their contract behaviour. This makes it easy to identify which jobs are carried out directly and which are a result of collaboration.

 

How to use the Contact Job List Filter

To use the Contact Job List Filter, navigate to the CRM jobs tab. Here, you will find the 'b' filter.

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Different ways to select using the Contact Job List Filter

The 'Contract Behaviour' filter allows you to select in the following ways:

  • All (blank):  This option will display all jobs, regardless of their contract behaviour.
  • Job Contact: This option will display jobs that are carried out directly.
  • Job Site: This option will display jobs that are carried out at a specific site.
  • Subcontracted Contact: This option will display jobs that are subcontracted.
  • Contracted Contact: This option will display jobs that are contracted.

Conclusion

The Contact Job List Filter in BigChange is a powerful tool that allows users to easily identify and filter jobs based on their contract behaviour. By understanding how to use this feature, users can streamline their workflow and improve their efficiency.