36.4.1 Create a new Register Item from the Register Screen
Select Register Type
Tick Job/Project or Client to toggle
Select Job of Client
Click 'Add Item' button
Select Task Code if the Register Item is for a specific task
Click OK
36.4.2 Create a new Register Item from The Job Screen
Open a Job
Click Register button
Click 'Add Item' button
Select Register Type
The Client and Job is already filled-in
Select Task Code if the Register Item is for a specific task
Click OK
36.4.3 Create a new Register Item from The Client Screen
Open a Client record
Click Register button
Click 'Add Item' button
Select Register Type
Select Job (optional)
Select Task Code if the Register Item is for a specific task
Click OK
36.4.4 Edit an existing Register Item
To edit, click on one of the items in the Register Items list, the default detail panel is displayed on the right side of the screen. Change the Register Type, set its Status and Date, Job Code, Client Code or Task Code.
36.4.5 To delete a register item, select the register item, click 'Delete' button and click 'Yes' to confirm