Jim2 has a hyperlink feature which, when in a job, quote or purchase, you can select the hyperlink text. This will present a drop-down list with further selections (see table below).
In this example, hovering over the Cust# field will change it from black to blue with an underline, showing that it is a hyperlink.
This also allows quick creation of a list with the Create List feature. Clicking on Create List will automatically create and run a list for that object. This feature is available from:
Object |
Field Label |
Description |
---|---|---|
Job |
Cust# |
Create a list of jobs for that customer card code. |
Ship# |
Create a list of jobs for that ship/site card code. |
|
Quote |
Cust# |
Create a list of quotes for that customer card code. |
Ship# |
Create a list of quotes for that ship/site card code. |
|
Purchase Order |
Vend# |
Create a list of purchase orders for that vendor card code. |
From# |
Create a list of purchase orders for that customer card code. |
|
Project |
Cust# |
Create a list of projects for that customer card code. |
Ship# |
Create a list of projects for that ship card code. |
Further information: