Monday, June 1, 2020
Saving a Closed Job in JibberJobber (instead of deleting)
Saving a Closed Job in JibberJobber (instead of deleting) Last week two people asked how to save a Job that is closed, instead of just deleting it. This is actually pretty important sometimes a closed Job has a job description you dont want to lose, or you dont want to lose the Log Entries (aka, history) and communications you had as you worked on that Job. BUT, you also dont want to see it on the Jobs List Panel. First, you can change the STATUS of a Job from the Detail Page or the List Panel. Below is a picture of doing it from the List Panel (mouse over the cell, and when it turns gray, double click on it to edit the value). Notice that you can change it from Open to Closed, Cancelled, or Held. Use the icon at #1 if you dont see the Status field youll be able to show that field on your List Panel. You can easily filter which jobs show up on the List Panel, by Status, by changing the drop-down on the left side of the screen: One thing you dont want to do is work really hard, collect great information (aka intelligence), and then lose because, for example, a Job was closed. You dont have to keep it all for future reference! Saving a Closed Job in JibberJobber (instead of deleting) Last week two people asked how to save a Job that is closed, instead of just deleting it. This is actually pretty important sometimes a closed Job has a job description you dont want to lose, or you dont want to lose the Log Entries (aka, history) and communications you had as you worked on that Job. BUT, you also dont want to see it on the Jobs List Panel. First, you can change the STATUS of a Job from the Detail Page or the List Panel. Below is a picture of doing it from the List Panel (mouse over the cell, and when it turns gray, double click on it to edit the value). Notice that you can change it from Open to Closed, Cancelled, or Held. Use the icon at #1 if you dont see the Status field youll be able to show that field on your List Panel. You can easily filter which jobs show up on the List Panel, by Status, by changing the drop-down on the left side of the screen: One thing you dont want to do is work really hard, collect great information (aka intelligence), and then lose because, for example, a Job was closed. You dont have to keep it all for future reference!
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