Jim2® Business Engine Help File

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Job Comment Grid

This section of the job form contains a grid for recording relevant user comments on the job record, along with all emails related to the job. Because these comments form part of the record for each job, any additions by a user are automatically time/date/user initial stamped for accuracy, and provide an excellent record of events.

Note: Maximum character limit of 7950 within the comments.

As a result of this, the comments cannot be reordered out of sequence within the grid. However, selecting the grey arrow or double clicking in the Comment header will change the order of comments from oldest to newest and vice versa.

When the 'Inc' box is ticked in the Comments grid of a job, this allows for those comments to appear on Picking Slips, Delivery Notes, Job reports, and Job Receipts. Ticked comments will not appear on invoices, other than the InvoiceServiceSale w/Comments, if that is available for use within your system.

Comments can be entered directly into the field, or in Edit mode, double click in the Comment field to bring up the following dialog:

It is a requirement of the ISO9000 quality standards that customer-supplied product be tracked and identifiable at all times. Jim2 uses the Item (in the header) and Inc check (in the Comment grid) to do this. Unique identifying numbers and serial number checks are in place for verification.

Filters

Within the Comment grid, hover over a heading and the filter image filter icon will appear. Select the filter to see a list of available filters to help refine the search. This is particularly useful when there are a lot of comments within the grid. These filters will only show comments within the grid specific to the filter(s) chosen.

Column Filter	Filter Choices
Attachments	All, Custom, No Attachments, Has Attachments.
Email	All, Custom, Comment, Email Replied, Email Forwarded, Email Read, Email Not Read.
Date	All, Custom, then shows all dates within the grid.
Initials	All, Custom, then shows the initials of all users within this field.
Inc	All, Custom, False. When this field is ticked, show comments on customer facing reports (not invoices) and website. When a customer goes to the job on the website, this comment will show.
Status	All, Custom then shows all statuses within this field.

The Custom filter choice allows further defining the search:

Each filter has different choices, ie. the Initials filter will bring up a grid of users:

The right click choices within the Comment grid are described below:

Field	Explanation
Add new	Will add a new line. This can be performed in either Edit or View mode, and can even be performed on a Finished job.
Delete	Will delete the line that has been added to the job.
Send all comments via email	Will send all comments on this job via email.
Reply, Reply All, Forward	Instantly perform any of these tasks directly from the job.
Mark as Unread, Delete, Archive	Instantly perform any of these tasks directly from the job.
Show Grouping	Adds the familiar list grouping option to the Comment grid so users can group by all available grid columns.
Show Find panel	Enables the Find panel and provides the user the ability to search within the grid.
Grid Columns...	By default, all columns are already shown. Columns can be dragged back to this screen to remove them from the grid.
Save Layout	Save the current comment column configuration. Administrators will be asked if they want to update the default layout for all users. Once saved, this will become the default layout.
Use Default Layout	Reset the grid layout to its default layout.