Right-click an entry in the search results list to display these menu options:

  • Open - opens a job.
  • Filter on this Contact - Only show jobs with the same contact as the selected job.
  • Set Status to – Allows a job’s status to be changed.
  • New – Creates a new job.
  • Create new task - create a task for this job.
  • Profile – Opens the job profile dialog for edit.
  • Profile Selection - allows multiple jobs to be changed at one time.
  • Export - exports the selected jobs - see Export Jobs
  • Delete - only completed jobs can be deleted - it puts the job and all of its tasks into the recycle bin.


The following image provides an example only and will reflect the statuses your Firm has set.