Jobs booked in by due date, sorted by surgeon
Can't seem to pull up jobs booked in by due date on Beta version. was hoping to see if it was possible to sort the list. i.e by dentist name. and what information was given on the list
This functionality now supported in menu Reports\Jobs.
Booked in jobs list
Booked in jobs by due date-detail
Booked in jobs by due date-detail with net value
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anonymous commented
Also can we please have the option to include notes, in the same way they're shown in the "Active jobs - booked in - by due date" selection list.
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anonymous commented
It's still not in the Booked in jobs list
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A very powerful feature of T7 is that new reports and searches can easily be created and added to the system by using the T7 interface itself, and what you're after would be easy to do. However, we've disabled access to this area for the initial beta-preview release (the search itself would need to be created under the Technical section of the Control Centre) but once created it could then be set up as a report, or accessible from the Job Search box, or even added to the Favourites menu; the yellow star on the toolbar.
We'll add this search in a future beta release.
Incidentally, from the Job Search box you can right-mouse-click on the results and choose "Print all..." to have them printed off.
We'll be releasing a full user guide and technical manual with the final release which will give users the help they need to create their own searches and reports.
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Moderator commented
That seems a very log winded way of accessing daily required information. It doesn't seem to give a single day option.
We print a sheet every day of work to go out that day, the need to have it sorted is so jobs going to the same dentists aren't missed if they are at the top and bottom of a long list. -
You can view the Booked In jobs by Due Date using the Job Search button on the toolbar (just to the left of the navigation buttons) or by using the Job menu > Select...
At the top of the window that appears there's a Search box that you can click and select from a range of different searches. You'll need to click on one of the "Active Jobs - Booked In - Sorted by...".
As it stands, there's currently no option there to sort by Customer name but it's very easy to add this in a later beta release.