I have numerous regular clients , with multiple jobs. I create a new job to correspond to the current year & then add individual jobs to that year as they come in. It would be a great feature to be able to expand these "year' jobs rather than show all the inactive jobs. Sometimes i may have to invoice for a previous (inactive) job & as I group according to year it would be great to just go to that year rather than have 300 "inactive" jobs displayed. That way i could keep the previous 'years' active & expand if searching for a certain job
No problem. The reason we ask is that this idea isn't technically easy. We'll leave as an idea and see if other users require this functionality. Cheers.
No it wont. I'm not trying to "search" for customers, i just wanted the ability to expand & collapse individual customer & jobs lists.
Can the job SEARCH function help narrow your list?