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March 2021
March 2021
I have been asking this question for years. When you go into jobs list you should be able to only have active jobs show, but even more than that why can there not be a tick box next to all jobs so that you can tick multiple jobs inactive at the one time. We run hundreds of jobs and to have to go into each one to make inactive is such a time consuming job. Surely this is not a hard ask ?
March 2021
March 2021
Hi @Nathou
The Job List window works similarly to the Account List window in terms of inactive records. This is opposed to other windows, like the Item List or Card List, that do have an option to Show Inactive. The reason being that the Job List window can use a Header and Detail job hierarchy, thus the balances of some jobs i.e. Header Jobs are based on other jobs i.e. Detail Jobs. Allowing the inactivating of a job could lead to questions around why the Header Job balance doesn't match the list of Detail Jobs. This does mean that there is no filter or option to hide inactive jobs from that Job List. Inactive Jobs will be hidden from the Select From Lists as intended.
In terms of our other point, like most records in AccountRight, to inactive a record, you do need to open the record and select the Inactive option. There is no bulk hide option in-product. If you are needing to bulk inactive records using the Import/Export Assistant would be the recommendation.
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