JOB Master Diary
Overview
The Job Diary is accessed from the toolbar button on the Job Master File, PS: Billing Review and Edit, PS: Schedules, and PS: Bill Codes by Job windows.
The Diary enables you to keep notes concerning issues or to track using Follow Up Dates. You can use it to record any interaction you want to remember—such as a phone conversation or a handwritten letter you mailed or received. The records are sorted by Entry Date.
A Diary Report can be run for the Job Diary. The Job Diary Report can be accessed from the JOB Reports menu.
Security
The JB Diary screen has its own Security Group, JOB Diary with the Insert Only and Read-Only features available.
The JB Diary screen is part of the JOB ALL and SYS Diaries ALL Security Groups.
JOB Diary screen
Related Information
- Learn about Diaries
- Go to Job Master File
- Go to Job Costing Menu
- Go to WinTeam Menu
Key Functionality
Field Chooser
The JOB Diary has the following fields available:
Contact
Enter a Contact name or use the Lookup to locate the Contact.
Type
Select a Job Diary Type from the list for this entry or double-click in the Type field to display the Job Diary Types add/edit list.