Review the status of all bulk operations for your entire team with Jobs. Here you will see a complete list of all jobs that include those for bulk edits (of more than 250 records) or data imports.
User Permissions: Only the Administrators can use this feature.
In this tutorial, we will cover the following topics:
Navigate to Jobs
Go to Settings > Jobs > Jobs.
We understand Jobs as processes that are queued in order to be executed in the background. The advantage of having bulk edits or imports become jobs is that you can carry on with your activities while FreeAgent CRM handles everything for you.
What is even better is that the team member who started the process (either bulk edit or import) will receive a notification once the job is completed regardless of the status (completed or failed).
There are different statuses available during the processing of a job. Here are the details:
|Completed||The job has been completed successfully. Triggers a notification to the team member that started the process.|
|Failed||Something occurred that caused the job to fail. When this happens, the job error column will show additional details. Triggers a notification to the team member that started the process.|
|Running||The job is still running and has not yet been completed.|
|Queued||The job has been created and it is currently being processed.|
To learn more about a job, click on its ID. Here you can see the type of job in more detail. It also shows which team member started the job. Additionally, it includes the start and end dates for the job and its status. If the job fails, it will also include a 'show errors' link that will open a new window with the details of what failed.
Finally, the detail field shows the information that will be updated throughout the job.
To find a specific job, all you have to do is start typing your keyword(s) in the search box. You will see how the list starts to narrow down as you type. To learn more about the different search options, please visit the 'Search' section of the following tutorial:
It is possible to filter within the existing jobs to display only those that you need to see from the ones available. To learn more about how to filter, please visit the following tutorial: