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For further information please see the Quick Guide or Tutorial.
Please also see the Beginners Guide for Job Stages Fast Entry.
To access this screen, go to Launch | Job Stage Fast Entry in the Staff Control Panel.
This screen allows the user to quickly move from one client to another updating the job profiles. It is possible to select any of the jobs used in PM and then cycle through each of the clients editing the desired stages.
It is also possible to Post a Task against a particular stage or mark the stage as N/A, so that it does not appear outstanding.
It is now possible to process a letter from this screen for the selected client. To do this right-click on a stage and choose Generate Letters. This will open AutoMail (requires an AutoMail licence) and allow the required template to be selected.
