Show/Hide Toolbars

Jim2® Business Engine Help File

Navigation: Jim2 Functions > Jobs

Job Comment Grid

Scroll Prev Top Next More

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 7950 within the comments.

 

Job comments grid

 

As a result of this, the comments cannot be reordered out of sequence within the grid. However, selecting the grey arrow or double clicking in the Comment header will change the order of comments from oldest to newest and vice versa.

 

reorder comment grid

 

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:

 

double click job comments

 

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.

 

Filters

Filter in comments grid

 

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:

 

custom filter

 

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

 

init filter

 

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

comments popup

 

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.

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.

 

show grouping

Show Find panel

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

 

show find panel

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.

 

Spellchecker

Spell checker is usable within key text entry areas, such as the Comment grid and Labour Entry screens.

 

Tip

All spelling options are at a user level.

 

Autocorrect options can quickly be adjusted whilst within the spell checker by right clicking within the Edit screen:

 

spellcheck

 

autocorrect options

 

Among the autocorrect options is the ability to turn on or off the auto-correct function by unticking appropriate boxes above.

 

Info

Autocorrect is off by default in a new Jim2 setup.

 

Further information

Job Options

Job Setups

Jobs Security

Jobs at a Glance

Job Comment Grid

Job Footer

Job Header

Job List

Job Reports

Job Preview Pane

Job Stock Grid

Dispatch

Invoicing

Manufacturing Jobs

Progressive Payments and Claims

Return from Customer

Retail Jobs

Sales Register

 

How to

Add a Job

Add Comments to a Job

Add Document to 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

Create a Job from a Similar or Previous Job

Create a Job Template for Recurring Jobs

Create Back order

Credit an Overcharged Customer

Handle Part Delivery of Jobs

Job/Order Prepayments/Refunds

Mark a Job as Ready

Print a Job

 

 

 

Rent Stock to a Customer

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

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