Show/Hide Toolbars

Jim2® Business Engine Help File

ribbon1

 

The ribbon at the top of the screen acts as the main gateway to the most frequently used functions in Jim2. The tab headings represent the different objects in Jim2 (ie. jobs, purchases, etc.). Contained within each tab heading are tab groups. Each icon in the group represents an action that can be taken. For example, within the CardFiles tab is the Add CardFile icon. Similarly, the Items tab contains the Add Item icon.

 

Tip

Enter text in the Search Ribbon field to help find something specific within the Jim2 Ribbon.

 

searchribbon

 

Each ribbon tab contains the sub-groups Email Actions and Reports. Email Actions allow the creation of emails from within Jim2, including those related to the currently open object, eg. an email about a specific job or quote. The Report sub-group includes a context-sensitive report toolbar where a unique suite of reports is available, relevant to the current activity. Furthermore, several tab groups contain print and unprint icons in the ribbon.

 

reportmenu

 

Screen tips

Screen tips appear when hovering over any icon on the ribbon. Screen tips display useful information about what the function is, including any keyboard shortcuts related to that function, or if the user has security rights to use this function.

 

screentips

 

If an icon is disabled (greyed out), the screen tip will display the reason it is disabled – either disabled via Jim2 Security or the function is not enabled within Jim2 Options. It may also be a feature not part of you company's Jim2 licence.

 

securitydisabled

 

Tip

The ribbon fully supports the mouse wheel function, ie. whenever the mouse pointer is positioned on the ribbon area, rotating the mouse wheel up or down scrolls left or right through the ribbon tabs.

 

Hover over the Nav Tree and the mouse wheel function will scroll up and down through the Nav Tree if the lists extend deeper than the space showing. Hovering over the right-hand area of the Nav Tree will pop up the scroll bar, unless it has been changed to the solid scroll bar. Click and drag pane splitter panesplit to the right to expand the Nav Tree area.

 

navtreehover

 

Click the up arrow uparrow located on the far right of the ribbon to auto-hide the ribbon.

 

minimise

 

Show Tabs will show only the tabs on the ribbons – no icons.

 

showtabs1

 

When all tabs and icons are showing, click the up arrow, which will hide the ribbon icon but keep the tabs. When you click on a tab, the icons will appear for selection.

 

hideicons

 

To restore, select a tab in the ribbon, which will show the icons. Click the up arrow on the extreme right, which will lock the icons in place.

 

restoreribbon

 

Ribbon tabs

Jobs

Jobheader

 

Projects

projectsheader

 

Assets

Assetsheader

 

Quotes

quotesheader

 

Purchases

purchasesheader

 

CardFiles

cardfilesheader

 

Items

itemsheader

 

Stock

stockheader

 

Accounts (includes Banking)

accountsheader

 

Management

managementheader

 

Dashboard

dashboardheader

 

Scheduling

scheduleheader

 

Email

emailheader

 

eBusiness

ebusinessheader

 

Documents

documentsheader

 

Tools

tools

The Tools tab – use for the set up and management of Jim2

 

scripts

The Scripts area (ie. Open Till command, etc.)

 

Further information

Hyperlinks

Jim2 Quick Access Toolbar

Jim2 Icon

Nav Tree

Preview Pane

Searching within Jim2

Work Area

Explanation of Colours