Clearing down the Jobs Daybook
The jobs daybook should be maintained, periodically clearing down completed sales jobs.
- On the Stock menu, click Jobs Daybook.
- On the Daybook menu, point to Hide completed, and then click:
- All
- 7 days or older
- 14 days or older
- 1 month or older
The sales jobs that meet that criterion will be cleared from the daybook. They can still be searched for using document search.