Clearing down the Jobs Daybook

The jobs daybook should be maintained, periodically clearing down completed sales jobs.

  1. On the Stock menu, click Jobs Daybook.
  2. 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.

Concept Link IconSee Also