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Create workorder for client not yet entered into AyaNova
What if the client is not yet available for selection in your existing list of clients to choose from when creating a new workorder?
Easy - just create the client on the fly!
A. The client is not entered in AyaNova yet:
•You have dropped down the list of clients in the client selection window and the client is not listed
•You have used the Client Finder feature and no client displays for selection
•Such as the examples in the Tips & Tricks section Creating new workorder for a client
B. In the client selection window after clicking on New... to create a new service workorder, just click on the Client "jump" button with no client selected
C. Clicking on the Client "jump" button with no client selected will open a new empty client entry screen so that you can quickly enter in the Clients Name
D. Click Save & Exit
E. And you are returned to the client selection window where you can now select that client you just created!
F. You can always go back into that client's entry screen at any time and add more details such as address, phone numbers, etc
Use the Client "jump" button from within the service workorder itself to open that client's entry screen
Or use the client "jump" button on any grid where that client's name is which will open that client's entry screen