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.
Enter text in the Search Ribbon field to help find something specific within the Jim2 Ribbon.
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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.
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.
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.
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 to the right to expand the Nav Tree area.
Click the up arrow located on the far right of the ribbon to auto-hide the ribbon.
Show Tabs will show only the tabs on the ribbons – no icons.
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.
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.
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Ribbon tabs
Jobs
Projects
Assets
Quotes
Purchases
CardFiles
Items
Stock
Accounts (includes Banking)
Management
Dashboard
Scheduling
eBusiness
Documents
Tools
The Tools tab – use for the set up and management of Jim2
The Scripts area (ie. Open Till command, etc.)
Further information