Quickly open list of non-closed jobs for a Client

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Last Post 2/27/2012 4:19 PM by Rob van Gelder

2 Replies

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New Member
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Points:4

2/20/2012 5:38 PM
If I answer a call it would be handy to see a list of open jobs for that client. I'd love a really easy way (ie. 1 step) of displaying a list of their non-closed jobs. Currently I choose Job Finder (F12), go to the Linked Entities tab, click the Client Lookup button, type in their client id or last name, then click ok till I get a list. Would be awesome to have a box in the top-right corner (next to Find Job#) . eg. Client ID Jobs:

Dennis Odri
HelpMaster tech support

Helpdesk leader
Posts:45
Points:81

2/20/2012 8:23 PM
Hi Rob, If you have HelpMaster v11 you have that exact feature on the 'Jobs' ribbon in the 'Quick Find' section called 'Job History with a dynamic search for Clients and Sites that immediately displays a Client's or Site's job history. Is this not what you wanted?

New Member
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