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36.4 How do I add, edit, delete a Register Item

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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