My Inbox - IRBS_Help

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My Inbox


Click on the top row of buttons\icons to navigate to the appropriate screen.



 Icon\Button Left-Mouse Click Right-Mouse Click
Displays Job Query Screen for selection. Add new Job via the Job Detail Screen .

If the User Preference for "Quick Job Add" is enabled, then the Quick Job Add Details screen will be displayed instead.
Displays Estimate Query Screen for selection. Add new Estimate via Estimate Detail screens for currently selected Job\Lead record.

Displays Design Agreement Query Screen for selection.

Displays Change Order Query Screen for selection.  

Displays Client Invoice Query Screen for selection.  

Displays Client Payments Query Screen for selection.  

Displays Commission Query Screen for selection.  

Displays Linked Document Query Screen for selection.  

Displays Vendor Quote Query Screen for selection.  

Displays Vendor Purchase Order Query Screen for selection.  

Displays Vendor Bill Query Screen for selection.  
Displays Note Query Screen for selection.  

Displays Warranty Work Query Screen for selection.  
Displays Permit Query Screen for selection.  
Displays Activity Query Screen for selection.  
   Send SMS Text Message  
     
  Close screen.  
   Reloads all records for the current user.
 
   Display the Job Detail screen for the selected Job\Lead.  Double-Click on the highlighted record will also display the detail screen.
 
   Removes the selected Job\Lead from current user's In-Box.
 
   Print the list.
 
   Export the list.
 
Display Send Email Dialog screen using information from currently selected Job\Lead record.  
   
     
Displays Company Query Screen for selection. Add new Company Account via Company Account Detail screen.
Displays Person Query Screen for selection. Add new Person via Contact Person Detail screen.
     
Permanently Purge Job and all related records.  Company and\or Person(s) not affected.  


See also

IRBS Login
Initial IRBS Setup
Selection Screens
Hierarichal List Screen
Simple List Screen
List Export Screen
List Print Screen
Address Info Detail Screen