Assign An Order Area To A Job Form
When pulling information from CounterGo Orders into Job Forms, an Order Area must be selected for each Form, even if there is only one Area in the CounterGo Order. When an Order Area has not been selected, Systemize will alert you with a warning bell icon at the top of the Form.
See Related Articles below for Jobs with multiple Forms and Phases.
- Open any Job and scroll to the Forms section.
- Any Form with an Order Info Field in it will have "Order Area" above the Form.
- Click the Edit icon across for that Form and select an Order Area, even if the Order only has one Area.