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
filtercomments

 

Within the Comment grid, hover over a heading and the filter image filter icon will appear. Select the filter to see a list of available filters to help refine the search. This is particularly useful when there are a lot of comments within the grid. These filters will only show comments within the grid specific to the filter(s) chosen.

 

Column Filter

Filter Choices

Attachments

All, Custom, No Attachments, Has Attachments.

Email

All, Custom, Comment, Email Replied, Email Forwarded, Email Read, Email Not Read.

Date

All, Custom, then shows all dates within the grid.

Initials

All, Custom, then shows the initials of all users within this field.

Inc

All, Custom, False. When this field is ticked, show comments on customer facing reports (not invoices) and website. When a customer goes to the job on the website, this comment will show.

Status

All, Custom then shows all statuses within this field.

 

The Custom filter choice allows further defining the search:

 

customfilter

 

Each filter has different choices, ie. the Initials filter will bring up a grid of users:

 

initfilter

 

hmtoggle_arrow1CardFile Transactions tab

The Transactions tab on cardfiles also has more extensive filters throughout.

 

customfilter1

 

These filters are self explanatory.

 

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