Creating a job list allows users to narrow down their search. The job list has two primary functions within Jim2:
▪To help users find specific jobs (if they aren't sure of the job number).
▪To provide a method of sorting jobs by criteria, and providing a count by criteria (for an overall view of work in progress).
The job list function allows users to search using all the fields available from the job form, combined with date ranges (before, between, after this date, month, year), some purchase, stock and card file criteria, and active and/or archived records. All in all, it's a very powerful but easy-to-use tool.
The search result (job list) is displayed and users can choose to view/edit one job by double clicking on the Job# in the list or drag and drop column headers in the job list to group results by the contents of that column.
1.On the ribbon, go to Jobs > Create job list, or in the Nav Tree, right click Jobs and select Create job list.
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You will see some letters underlined in the field names within the header, eg. Cust#. Using Alt+ the underlined letter will jump you to the field beside that heading. |
2.You can use any combination of the fields in List or Advanced List tab (bottom left of screen) as your search criteria.
3.When using the job list, Jim2 gives you the ability to search including or excluding the criteria entered in the job form fields. For example: search for all jobs except those to a specific customer. To exclude that customer, enter their Cust# into the correct list field, then double click on the word Cust# beside the field. The field will show in a shade of green, indicating you are choosing to exclude that customer from the search.
4.On the right-hand side of the Groups selection within the list you will notice ... OR. If you click this, it will change to &. This relates to how you want to use groups within your search. If you want to select two groups and find things that are in both groups, use the & option. If you want to search two groups and find anything that is in either one of those groups use the OR option. Double clicking on the word Groups at the beginning of the Groups field will turn the field green to indicate that group selection is inverted.
5.The date selection fields have a number of pre-defined selections available, as seen in the Advanced job list image above.
6.If you have chosen to use Branches, Sub-branches and/or GL Departments in the General Options tab, all these fields will be displayed, but only those you use will be accessible. If you don't use any of these or only use the GL Departments in cheques and general journals, none of these fields will be displayed.
7.Once you have selected your search criteria, click Run and the list will populate with the search results.
8.You are able to make a list live within Jim2, so that any new jobs or updated information that relates to the list you have created can be constantly updated as other users in Jim2 edit or add jobs. To make the job list live, you need to select the number of minutes between updates in the bottom left corner of the job list, pin the list and run the job again. Once set, this field will keep updating during the day every set number of minutes.
9.Show Total (bottom right of screen) will display the total value of all the jobs in the list.
10.You can name your job lists so that they represent what you are searching for – this helps the user if they have multiple lists running at the same time.
Jim2's intuitive type functionality allows you to run a quick search through the list you have created. You can search through any field within the list simply by selecting any cell within the relevant column and beginning to type the search text, eg. the Cust# or Item#. If the column contains a record that matches or partially matches the text you are typing, the focus will shift to the matching cell. When the first record is located you can continue searching. To search forward and backward, press the Ctrl+Down-Arrow and Ctrl+Up-Arrow keys respectively.
You can also right click within the list grid and select Show Find Panel to enter text to search.
You can drag a column header to group the results by column content, and move the columns around to suit your requirements. If you pin the list, your sorting order will be saved. You just need to run the list when you next log on to Jim2.
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If you wish to run a list of jobs that have been invoiced, you should actually run a list from the Sales Register instead, which is the better way to produce the list required. |
Further information: