Using the ‘job selector’
- Clicking the star icon shows the latest favourites (i.e. the last set of jobs for which services have been recorded)
- You can use the search via keyboard or mouse
- Clicking “Client list” will display all available clients
- Clicking the small arrow to the right of the client name shows all areas created for this client
- Again, clicking the arrow for one of these areas will display all jobs recorded for this area
- Clicking one of the now displayed jobs shows the job details within the job overview
Searching within the ‘job selector’
- Use the search field to directly locate a specific client, area or job
- Per default, the search covers all available jobs: entering (a part of) a job title or job number will give you a list of all jobs that contain (a part of) the searched term in their titles
- Clicking “Client list” will change the search to cover all available clients
- Clicking the arrow to the right of the client name will change the search to cover all available areas
HINT: The background text of the search field always indicates which data is currently being searched for (e.g. “Search (Jobs)”)
Filtering and sorting within the ‘job selector’
- Click “Client list” and then the small cog wheel icon to the right at the bottom; this will display additional filtering and sorting options
- Click “active”/“all” to filter for active or all jobs
- Click “123”/“ABC” to sort by number or alphabet
- Click the arrow in the field “Budget year” and select the relevant items to filter by budget year
- Clicking the check box “Numbers” will display the client ID (if available)
- Clicking the check box “Client names” will show the long name in addition to the short name
