The data table contains a list of all the job types that are defined in the CRM. Schedulers can view and create job types (as required by their organization) via the Skedulo web app–rather than having to find and enter them directly in their CRM.
Note: Users must have the required CRM permissions to create, view and edit the data table.
View Job Types List
The data tables list for job types can be accessed via the navbar (at the far-left of the console). Click on the data tables button (the 3-dots icon) and select "Job Types" from the menu options.
The table lists all of the job types defined in the CRM.
Figure 1. Accessing the job types list in the data table.
Figure 2. Viewing job types in the data table.
Also, see Create a New Job Type (using Salesforce).
Create a New Job Type
Create a new job type directly within the list by clicking on the "Create new" button at the top-right corner. Complete the required field named "Name," highlighted red.
Figure 3. How to create a new job type using the data table.