Custom Filters

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Throughout Jim2 you will see filters on columns in most objects when you hover over the field heading.

 

filtercomments

 

This function allows filtering to narrow down the results.

 

Filters are available on:

CardFile Transactions tab

Job Comments

Purchase/expense Comments

Quote Comments

Stock Qty by Locations field

Assets Invoiced Job and Related Stock tabs

Projects (Contracts) most tabs

 

hmtoggle_arrow1Job/quote/purchase Comment filters

 

hmtoggle_arrow1CardFile Transactions tab

 

In most other cases, the filters are All and Custom.

 

Further information

Accounts

Assets

Banking

CardFiles

Copy Move Merge

Dashboard

Documents

eBusiness

Email (inc. Archiving)

Enter Workers Compensation

Export a Report

Export Data

Factor a Procedure with 3rd Party Debtor Finance

Give a Customer a Permanent Discount

Invoicing

Items

View or Edit an Item

Jobs

Labour

Management

Manufacturing

Pay Commission to a Contractor

Projects

Purchases and Expenses

Quotes

Record a Customer Rebate

Record a Vendor Rebate

Record Commission Payment from Vendor

Record Commission from Vendor

Retentions

Scheduling

Sell and Redeem Gift Cards

Standard Form Buttons

Standard Object Footers

Stock

Watchouts