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For further information please see the Tutorial or Main help screens.
The Job Stage Fast Entry screen allows a change between jobs and clients that is both quick and efficient so that a number of stages can be completed in a short space of time.
When the screen first opens a Job Type will need to be selected, and the job description will automatically fill in to the right. Then choose the first client to be looked at and their name will also enter to the right.
Once a client has been selected the most current job will be detailed, and the profile below. If no suitable job is present it will return a NO CLIENT JOBS. Also if the client is not eligible to have a job of a certain type, for example a Limited Company will not be able to have to the Personal Tax job.
Once a job has been selected details regarding the job assignee, Scheduled start/completion date and the current status will be shown. Below that, the main box, will be this client's job profile and mark the relevant stages as complete.
Cycle through the clients using the up and down arrows, completing the stages along the way.
It is also possible to generate a letter for the selected client. To do this right-click on a stage and select Generate Letters. This will open AutoMail (requires an AutoMail licence) and allow the required template to be selected.