Right-click an entry in the search results list to display these menu options:
- Open - opens a job.
- Filter on this Contact - Only show jobs with the same contact as the selected job.
- Set Status to – Allows a job’s status to be changed.
- New – Creates a new job.
- Create new task - create a task for this job.
- Profile – Opens the job profile dialog for edit.
- Profile Selection - allows multiple jobs to be changed at one time.
- Export - exports the selected jobs - see Export Jobs
- Delete - only completed jobs can be deleted - it puts the job and all of its tasks into the recycle bin.
The following image provides an example only and will reflect the statuses your Firm has set.
