Job Comment Grid

Back Top Prev Next Print

This section of the job form contains a grid for recording relevant user comments on the job record, along with all emails related to the job. Because these comments form part of the record for each job, any additions by a user are automatically time/date/user initial stamped for accuracy, and provide an excellent record of events.

 

quality

Note: Maximum character limit of 8,000 within the comments.

 

jobcommentgrid

 

You can click the grey arrow or double click in the Comment header which will change the order of comments from oldest to newest and vice versa.

 

reordercommentgrid

 

In Edit mode, you can click on any comment line and select Highlight & Pin to top. This will bring that line to the top of the grid and colour the background orange.

 

highlighttotop

 

When the 'Inc' box is ticked in the Comments grid of a job, this allows for those comments to appear on Picking Slips, Delivery Notes, Job reports, and Job Receipts. Ticked comments will not appear on invoices, other than the InvoiceServiceSale w/Comments, if that is available for use within your system.

 

Comments can be entered directly into the field, or in Edit mode, double click in the Comment field to bring up the following dialog:

 

dcjobcomment

 

quality

It is a requirement of the ISO9000 quality standards that customer-supplied product be tracked and identifiable at all times. Jim2 uses the Item (in the header) and Inc check (in the Comment grid) to do this. Unique identifying numbers and serial number checks are in place for verification.

 

hmtoggle_arrow1Filters

 

The right click choices within the Comment grid are described below:
 

commentpopup

 

Field

Explanation

Add new

Will add a new line. This can be performed in either Edit or View mode, and can even be performed on a Finished job.

Delete

Will delete the line that has been added to the job.

Highlight > Highlight and Pin

You can highlight the comment or email row and the colour will change to orange. You can also highlight and pin the comment to the top:

 

highlight

Pin/Unpin

You can pin the comment or email to the top of the comment grid.

Send all comments via email

Will send all comments on this job via email.

Reply, Reply All, Forward

Instantly perform any of these tasks directly from the job.

Mark as Unread, Delete, Archive

Instantly perform any of these tasks directly from the job.

Show Grouping

Adds the familiar list grouping option to the Comment grid so users can group by all available grid columns.

 

showgrouping

Show Find panel

Enables the Find panel and provides the user the ability to search within the grid.

 

showfindpanel

Grid Columns...

By default, all columns are already shown. Columns can be dragged back to this screen to remove them from the grid.

Save Layout

Save the current comment column configuration. Administrators will be asked if they want to update the default layout for all users. Once saved, this will become the default layout.

Use Default Layout

Reset the grid layout to its default layout.

 

hmtoggle_arrow1Spellchecker

 

Further information

Jobs at a Glance

Jobs Security

Job List

Return From Customer

Sales Register

Dispatch

Hire Stock to a Customer

Job Footer

Job Header

Job Status

Job Preview Pane

Job Reports

Job Stock Grid

Progress Payments and Claims

How Job status affects the GL

Add a Job

Add Billable Labour to a Job

Add Labour to a Job

Add Comments to a Job

Add a Document to Job

Add Discount to a Job

Add Freight to Jobs

Add Multiple Jobs

Add Stock By Multi Selection

Add Stock to a Job

Add Stock to Job When Insufficient Stock

Auto Create Purchase Orders from Jobs

Charge Customer a Re-stocking Fee

Create a Job from a Similar or Previous Job

Create a Template for Recurring Jobs

Create Back Order

Credit an Overcharged Customer

Email from a Job List

Export a Job Report  to Spreadsheet

Export Actual Labour

Export Labour Hours from a Job

Handle Part Delivery of Jobs

Job/Order Prepayments/Refunds

Import Jobs

Mark a Job as Ready

Print a Job

Reserve Stock for a Job

Scan Stock into Jobs

Select Serial Numbers on a Job

Stock Availability Allocation Process by List

Stock Availability by Location on the Fly

Take Deposits from Customers

Unallocate Stock From a Job

Unlink a Job

Unmark a Job as Ready

Unprint a Job

Unreserve Stock for a Job

Use Comments to Track Work in a Job

Use Stock Lookup and Select

View or Edit a Job