Ivo Oskamp
5896614637
Added comprehensive documentation for customer and job management: - Managing Customers: - Customer creation with contact information - Editing customer details - Active/inactive status and impact on job visibility - Autotask company mapping workflow with auto-search - CSV export/import for backup and migration - Delete operations with warnings - Job count indicators (red/bold when zero) - Configuring Jobs: - Inbox-based approval workflow (cannot manually create jobs) - Mail Parser automatic configuration of all job fields - Reparse All functionality for batch processing - Job archiving vs deletion - Job lifecycle stages - Common questions and limitations - Approved Jobs: - Jobs list overview with status indicators - Job detail page information - Editable vs parser-determined fields - Archive/unarchive workflow - JSON export/import via Settings > Maintenance - Status indicators (success/failed/warning/no runs) - Job Schedules: - Automatic schedule learning from historical runs - Schedule types (daily/weekly/monthly/irregular) - Minimum data requirements (3-5 runs) - Daily Jobs integration and expected run detection - Schedule accuracy scenarios - Troubleshooting schedule issues All pages include tables, callouts, cross-references, and practical examples. Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com> |
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