Quick Access Toolbar

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The Quick Access Toolbar provides quick access to the most frequently used functions in Jim2. The solid grey arrow at the right of the Quick Access Toolbar allows switching to above or below the ribbon, or to minimise the ribbon.

 

quickaccess

 

Icon

Explanation (showing icons below the ribbon)

logout

Log off allows for quick log off when switching between users, changing databases or leaving the workstation.

 

warning1

If any object is in Edit mode Jim2 cannot be logged off.

addcustomericon

Quick Add CardFile opens up the Quick Add CardFile form, as shown below.

 

autogencode
transfericon

Transfer From List allows transfer of the currently active object out of a list into the root of the Nav Tree. This keeps the object in the Nav Tree after closing the list.

refreshicon

Refresh activates a system refresh. Especially useful after making changes to Options and Setups (although there are times where log off and back on is required with some settings).

historyicon

History will be displayed in the Nav Tree under Tools upon selection, allowing to switch between the History view and other objects within the Nav Tree. This offers searching by object, user, date ranges, last 1000, etc. Additionally, History logs events such as trackable reports, and allows easy access to Jim2 objects. History about the last modifications to an object can be found here if information has been entered into the Comment grid of the object, as well as recently logged on users.

 

objecthistory1

 

Users can be restricted from viewing history via Security.

 

allowviewhistory

 

See History for more information.

calculatoricon

Calculator activates the calculator. If the calculator is open when the cursor is in a numeric data field (eg. the purchase order price field), it allows the result of the calculation to be entered into that field by clicking Accept.

 

calculate
scheduleicon

Add Schedule Task launches a specific type of task from the New Schedule Task screen. There are four types of system tasks that can be chosen:

 

Addtask

 

See Add a New Task for more information.

 

Info

Note: This is will only be available if your licence includes Scheduling.

taskicon

Add To-Do Task launches a To-Do task from the New Schedule Task screen.

 

newtodo

 

See To-Do Tasks for more information.

 

Info

Note: This is will only be available if your licence includes Scheduling.

adddocicon

Add Document from Clipboard will bring up the Add Document screen to allow the addition of a document from the clipboard.

 

adddocclipboard

 

See Documents for more information.

switchwindowsicon

Switch Windows switches to another currently open object, or displays all open objects, including schedule reminders and emails.

 

SwitchWindows
updownarrows

Next/Previous Object: within an object that is open from a list (job, purchase, document, stock, project or quote list), these two arrows become active to scroll through to the next/previous object within the list.

 

downarrowexpl

 

Shortcut keys can also be used:

Ctrl+. moves to the next object in the list

Ctrl+, Moves to the previous object in the list

 

Quality

When working through a list, when you make changes to an object and click Save, selecting the down arrow will close the current object and take you to the next in the list.

searchribbon

Search Ribbon field: start entering text into this field and Jim2 will bring up anything within the ribbon that relates – another way to find things on the ribbon quickly. Keyboard shortcut is Ctrl+L.

 

searchribbon

 

Further information

Hyperlinks

Jim2 Ribbon

Jim2 Menu

Nav Tree

Preview Pane

Searching Within Jim2

Work Area