The Preview pane is a quick way to see recent activity for a customer, and is available on many Jim2 objects, ie. Job, CardFile, etc.
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Note: The security level for the preview pane can be changed via the Scripting Engine to allow/hide certain areas of the Preview pane. As a default, the scripting engine is not available. This is to protect from potential issues with the database. This is also governed by Jim2 Security.
Furthermore, user security must match what is set up here. Or, you can set user security to below level 5 to hide the preview pane. |
When in a cardfile, the preview pane will display on the right hand side of the screen with two tabs at the bottom: CardFile Transactions and CardFile Spend.
▪CardFile Transaction Insights will display the last 10 jobs, most purchased stock, and all open quotes.
▪CardFile Spend will display yearly/monthly spend, spend summary by period, job type and Item type
Select the Preview Pane icon on the bottom right of the status bar to show/hide the Preview pane:
CardFile Transactions tab
Area |
Explanation |
Display |
This area will show all groups the cardfile belongs to. |
Last 10 Jobs |
This area displays the last 10 jobs and their total ex GST |
Most Purchased |
Lists the stock most purchased, along with quantities. |
Open Quotes |
Displays all open quotes for this customer, along with status, date in, Item description and total amount. |
CardFile Spend tab
Area |
Explanation |
Yearly/Monthly Spend |
Choose either Yearly Spend or Monthly Spend to see an overall picture of how much the cardfile has spent. |
Spend Summary |
Period: Shows spend based on Month, quarter, year to date and last year. Job Type: Shows spend for the month, year to date and last year based on job types. Item Tpe: Shows month, year to date and last year spend based on Item types. |
Further information