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The quote list is a very powerful search facility within Jim2. The List is also one of the easiest features to master, and the most practical way of searching for information in Jim2. Users can define their own tasks by creating lists that apply to their job function. For example, generate a list of all active quotes for a specific user or customer.
Name the lists so that they represent what is being searched for. This helps if there are multiple lists running at the same time.
There are two different styles of quote lists, as indicated in the image below. Select which type by using the tabs at the bottom of the quote list screen:
List
Advanced List
The List tab is the default. In this screen select the following fields, and combinations of the following fields to generate a quote list:
Using the above information fields, Jim2 produces a list in a format that can be sorted by dragging the column header in the grid to the top of the list results table.
To view or edit any of the quotes within the list double click or use the F2 function key on any of the fields relating to the quote to be displayed.
Jim2's intuitive type functionality allows running a quick search through a list. Search through any field within the list by highlighting any cell within the relevant column and beginning to type the search text, eg. the Cust# or Item#. If the column contains a record that matches, or partially matches the information being entered, the focus will shift to the matching cell. When the first record is located continue searching. To search forward and backward, use the Ctrl+Down Arrow and Ctrl+Up Arrow keys respectively.
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