tologo Client Jobs window

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On the Client Jobs window you view and edit the list of all Client Jobs from your TO3000 database.

To open the Client Jobs window click Client Jobs icon from the Projects part of the Navigation panel or click menu Navigation > Client Jobs.

The general view of the Client Jobs window:

client jobs window

 

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note Note: Your Base Currency is displayed in the upper right corner of the Client Jobs window.

Right-clicking on the list and using the menu displayed you can select to see the selected record in a vertical view (thus all fields will be visible, no need to scroll), specify what columns to display and change their order. More details...

Double-click any record to open the Edit Client Job window and change the Job details (you can either select the Client Job and click Edit button).

You can view all Jobs or select only completed/due today/overdue/etc. Jobs to be displayed. Use Status drop-down menu to select the condition for displaying:

jobs status

 

Similarly you can view only invoiced/not invoiced/free Jobs using Invoiced drop-down list:

invoiced

 

Finally, on the Client Jobs window you can also see the total figures for all Jobs. Simply click the Calculate Totals button in the bottom right corner of the Client Jobs window. In the pop-up Client Jobs Total window displayed, you will see the Jobs Total number. Click OK to close the box.

Client Jobs Total

 

note Note: The total numbers are calculated only for the records displayed. I.e. if the Global Date Filter is  switched on, the total numbers are calculated only for the records fitting the filter condition (only such records are displayed if the filter is switched on).

 

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See Also:

Creating a new Client Job

Modifying a Client Job

Deleting a Client Job record