Keep customized columns locked in
After about 1 year of using the program with approx 15 users and several hundred jobs now it it I would like to be able to exclude ALL COMPLETED jobs from the jobs list and keep that as a permenant fix opposed to "customizing" the list every single time I open it. That would allow you to look at a much smaller list but then open the "completed list" as needed which in my case is rarely
Caleb Burton
shared this idea
Hi Caleb!
There’s actually a few ways you could make this happen in JobNimbus including customizing & saving your main Jobs grid or creating a custom report to filter these out.
However, the best way to do this is to actually to use the “Archived” setting for your “Completed” statuses in Settings.
I’ve actually gone ahead and created a tutorial for you to follow to set this up. It’s really quick, so head over to our blog and give it a shot: http://www.jobnimbus.com/blog/2014/12/30/how-to-archive-your-completed-jobs/
Let me know if you have any questions!
-
Brad
JobNimbus Support
(855) 964-6287 x705