Create Job Records

Do the following to create job records:

1. Click the Job Parser button on the account record. Parsing from the relevant account record ensures that the job record is created with the correct account association.
   
   • From package version 2023.07 onward, you also have the option of parsing a job description from a contact record. Please note that this is specifically designed to work from client contact records. If the job description is parsed from a client contact record:
     • The Account field on the job gets populated with the parent account from the contact record.
     • The Job Contact field gets populated with the contact from which the parsing action was launched.
2. In the Job Parser pop-up window, choose whether you want to Upload a job description document or Paste the job description.
3. Use the file uploader, drag and drop, or paste to enter your information.
4. Select the Job Record Type from a picklist. This field is required and the Parse it! button will stay deactivated unless this field is populated.
5. Click Parse It! to create a job record.

After parsing the job description, the Job tab opens to the newly created Job record in edit mode. You have two options:

• Click on Cancel to have the Job record saved with just the parsed data.
• Add or change data and then click on Save.