Overview

The following shortcuts may be of interest to you:

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Table of Contents:

Displaying an Existing Job Record

There are a number ways to locate and display a job record. Two of these ways are described below:

To display a job record by customer:

  1. On the left-menu, under Work, click Customers.
    • If the Filter - Customer File window is displayed, go to Step 2.
    • If the Customer File window is displayed, go to Step 4.
  2. (Optional) Click Reset, select the relevant Quickpick, then go to step 4:
    • Result: The existing list of filters is cleared, then updated with the respective quickpick's filters.
  3. (Optional) If the quickpicks are not giving you the filters that you require, try the following set of filters:
    • Row 1: Selection = Customer Code DM, Test = Alpha From, Value = , Use = Ticked
    • Row 2: Selection = Customer Code DM, Test = Alpha To, Value = , Use = Ticked
    • Row 3: Selection = Inactive Customer DM, Test = Not Equal, Value = Y, Use = Ticked

      • Standard Filter OptionsStandard Filter Options

    • Note: If you know the clients name, you can add another filter, for example, narrow the search by entering the following row:
    • Row 4: Selection = Customer Code DM, Test = Alpha Starts With, Value = X , Use = Ticked
    • Substitute X with the first letter of the customers name.
  4. Click Proceed.
  5. Locate and select the relevant customer record.
    • Note: You can also click on the tables headers to sort the table by, for example, customer code, customer name or contact name.
    • Note: If you cannot find the relevant customer record, go back to Step 2 to select another quickpick, or Step 3 and adjust the filters.
  6. On the top-right button bar, List row, click Jobs.
    • Result: The Jobs for window displays a list of job records that exist for the customer.
  7. Locate and select the relevant job record, then on the top-left button bar, click Details.
    • Note: Alternatively, double-click the relevant job record to display its details.
    • Result: The job records details are displayed.

To display a job record using the Jobs File window:

Jobs FilterJobs Filter window showing filters for selected quickpick.

  1. On the left-menu, under Work, click Jobs.
    • If the Filter - Jobs File window is displayed, go to Step 2.
    • If the Jobs File window is displayed, go to Step 4.
  2. (Optional) Click Reset, then select the relevant Quickpick:
    • Result: The existing list of filters is cleared, then updated with the respective quickpick's filters.
  3. Click Proceed.
    • Result: The Jobs File window displays a list of job records.
  4. Locate and select the relevant job record.
    • Note: You can also click on the tables headers to sort the table by, for example, job number, title or customer name.
    • Note: If you cannot find the relevant quote record, go to Step 2 and try another quickpick or adjust the filters.
  5. On the top-left button bar, click Details.
    • Note: Alternatively, double-click the relevant job record to display its details.
    • Result: The job record's details are displayed.