Additional Places to Create Jobs

In addition to the Schedule tab, there are several other places within BigChange where you can create jobs. This article will guide you through the most popular alternatives for job creation.

Creating a Job in CRM

1. Navigating to the CRM in the main top menu.
2. Search for a contact.
3. Select the contact from the list view.
4. Select New job icon or select arrow below New job to be presented with addional options.

Auto-Population of Contact Details

Since the CRM contains your BigChange address book, it auto-populates the Contact's details on the New Job form.

Creating a Job in Maps

1. Navigate to Map in top navigation menu.
2. Search
3. Type in contacts name
4. Select New job or quick job from contact popup

Auto-Population Based on Selection

• If you select 'Contact Name', BigChange pulls all the information for that contact from your CRM and automatically populates your Job form.
• If you select 'Address', it fills in the address on the Quick Job form.

Creating a Job in Search Box

Using the Search Box

The Search Box can be found at the top right of the screen. Jobs can be easily added from here as follows:

1. Type in the contact name and make sure you Contact filter is selected & press return.
2. Select the 3 dots
3. Select New Job of New group job

Conclusion

This article has outlined several alternative methods for creating jobs in BigChange, including using CRM, Maps, the Search Box. These options provide flexibility and convenience, ensuring you can efficiently manage job creation from various parts of the platform.