Watchouts

On the ribbon, go to Tools > Watchouts.

The list will run automatically and list all watchouts, either active or inactive.

Watchouts are designed to fire based on selections below:

Field	Explanation
On	Choose from CardFile, Job, Project (if licensed), Purchase Order, Quote, RFC or RTV.
when	The drop down list depends on which On selection is made, and are self explanatory:
for	This drop down shows options based on what has been chosen in the when field, for example, On Job when Add Stock, for Stock. Choices are CardFile, Item, Project or Stock.
Field with ellipsis [...] at end	The choice here is also based on the selections made earlier. In the example above, this is a stock code selection, so the Stock Select screen will appear.
Active	Tick to make this an active and usable watchout.
Add to Object Comments when fired	The Watchout screen will pop up first. The information entered in the field below this header will appear in the Comment grid of the object when it is first created, ie. when first creating a job, etc., after the Watchout screen pops up. You can enter up to 8,000 characters in this field.
Valid from	Choose the date this watchout is to commence.
To	Choose the date this watchout is to finish.
Note area	Enter the information users should see when this watchout fires.

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Right Click Option

Explanation

Export Data

Export data from the grid to a spreadsheet with only one header row.

Export Grid

Exports the grid to a spreadsheet. This is particularly useful if the grid has more than one header row, as it will export all header rows.

Print the list.

Print Preview

Preview the list to be printed.

Copy Cell

Copy the highlighted cell.

Copy Row

Copy the highlighted row.

Copy All

Copy all, which can then be pasted into a spreadsheet.

Show Find panel

Brings up the Find panel:

The Find panel will remain in a pinned list but will disappear from an unpinned list on log off.

Grid Columns...

Allows adding more columns. Also allows removal of columns. Select the column to add, then drag it to the position required in the columns within the grid. To remove, click and drag to the Grid Columns... window, or drag down away from the header area.

Further information