Searching and Tags
Search ClickHome 3 has a search function located at the top of the Navigation Tree. Where the search occurs is determined by the drop down filter select...
Thu, 12 Apr, 2018 at 11:26 AM
Introduction Tags are a method of ‘tagging’ certain records, whether that be Clients or specific jobs (leads, preconstruction or construction). You a...
Thu, 12 Apr, 2018 at 11:28 AM
There are various operations that can be carried out under bulk operations and they have been briefly described below. This will work on contracts ...
Thu, 12 Apr, 2018 at 11:29 AM
Job Inquiry The Jobs Inquiry allows for a variety of selection criteria to provide a list of jobs that meet that criteria. The main selection option ava...
Thu, 12 Apr, 2018 at 11:25 AM
Open Clickhome Click Search Fill out your criteria Click Run Press Select all Once all are selected, click Bulk Operations icon ...
Thu, 12 Apr, 2018 at 11:26 AM
Change Supervisor / Sales Person / Contract Admin for multiple jobs: (This will have to be done in 2 Parts) Part 1: You will have to ...
Thu, 12 Apr, 2018 at 11:28 AM