Ensure the ‘Job Bag’ box is checked for visibility, then select the ‘Add New Entry’ button at the bottom right of the screen

On the ‘Add category’ screen, enter the category # and details
NOTE: Ensure the ‘CRM Operation’ option is selected before continuing
Once this is complete, select the tick in the bottom right of the window.

Back on the Categories window, select the ‘CRM Actions’ button on the bottom left. This brings up the ‘Category Maintenance’ screen. To populate this list, click the plus sign in the bottom right, labelled ‘insert’

After clicking ‘Add New Entry’ the ‘Category Maintenance’ window appears. Enter the action details and any additional information required and click the tick in the bottom right of the screen

Next we need to ensure this has completed successfully. To do this, open the Job Management Centre and Add a New Entry

Create a new job as normal, and upon reaching the ‘Change Job Details’ screen, enter the newly created auto action in the ‘category’ field as shown below

Upon entry, a prompt similar to the one below should appear. Select ‘yes’
NOTE: If no text box shows, the auto action has been configured incorrectly.~

Following this prompt, navigate to the actions tab on the Change Job Details screen. As you can see, our new action is now appearing in the action list, showing it has been configured correctly.