As well as creating Clients and Contacts through the Quick Add function, you can also create Jobs! You will need to fill out the “Contact Code” field first, otherwise all other fields will remain greyed-out.
Once the Job has been created, you will see the below screen. Now we can start to create the Job Shortlist.
We hope this article has helped with the questions you had. If you have any further questions, please reach out to our Support team who will be able to assist further by selecting the help icon in the top right of your Talisman instance, then "Live Chat".
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