Navigation > Active Items

"Active Items" is a blue vertical box to the left of the screen. The is a patent pending technology that allows you work in  more than one record at a time, track which record you are in and quickly switch back and forth between records held in the "Active items' box. This is very useful tool. Think of it like taking  2 job folders out of a drawer and placing them on your desk. You can be working in both job folders at the same time quickly reverting from one to the other. If the phone rings you can open a third record without closing the other two jobs. When the call is over simple revert back to what you were doing in the 2 open jobs. You can open as many records simultaneously as you need. No other application allows multitasking as easily as our "Active Items".

Step by Step

1. Place your cursor over "Jobs" on the main menu at the top of your screen and drop down list will open.

2. Now click "Job list".

3. Click the edit icon   on an existing job, in the job list to open that job. If you do not have any jobs present in the list, then click the "New Job" button in the "Action Tool Bar" at the top right.

 

4. You can now see a record of the new job you're creating in the "Active Items" area to the left.

 

5. Now click "Customers" on the main menu at the top of your screen.

 

6. Your "Customer List" list will open.

7. Now Click the edit icon   on an existing customer in the job list to open that customer record. If you do not have any customers present in the list then click the "New customer" button in the "Action Tool Bar" at the top right.

8. You can now see two active items in the "Active Item" list on the left. One is the new job you previously created and the other is the new customer you are creating now. Because you're in the new customer record at this time, this record is highlighted in yellow in the "Active Item" list.

9.  Move your cursor over the "New Job" record in the "Active Item" list and click it.

10. The screen will refresh and now the "New Job" record is present in the main content area and the "New Job" item in the "Active Item"List is now highlighted in yellow.

Now close both records by clicking the red  in the top right corner of the yellow highlighted item in the "Active Item" area.

Quick Tips

You can have as many records as needed in the "Active Item" area. However, it is good practice to close the records you are finished with to keep the system performance at it's fastest.