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Lookup Lists, Explained
Simple Project Management
📌 Art directors need Jobr to see what clients want now. Great design is easy. Managing people, projects, expectations, and deadlines is hard. You may have gotten into this business because you're an artist, but as soon as you land your first big gig, you'll find yourself in a much different role: project manager. Jobr makes managing projects fast and easy.
💡 Try Jobr, love Jobr
Jobr is built into Clients & Profits. Just start your web-server and go. And you can try it now for 60 days, risk free. Use the trial with your own clients, jobs, costs, and billings and give Clients & Profits a serious run for your money. There's no limit to what you can do during the trial, either. And the data you'll add will become your actual, working database if you decide to buy the program later.
Here's How It Works
Lookup Lists are the best way to quickly find clients, jobs, vendors, contacts, and more.Lookup lists make it easy to find account numbers, job numbers, and more while you’re working. They show basic information about clients, jobs, staff members, vendors, the chart of accounts, status codes, the task table, groups, purchase orders, etc.
📎 Lookup lists can be opened anytime, anywhere—even while you’re adding or editing something. For example, you can look up a client while adding a new job ticket. Once you’ve found the client, double-clicking on the record enters it into the “client” field for you.
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✳️ The list is updated the first time the lookup window is opened, getting the information it needs from the server. It may take several moments to update the list if there are many records to list, or if the server or network is busy; you can cancel updating by clicking the Cancel button. When a lookup list is used later, it opens immediately; however, it does not show any recently-added records. Updating a lookup list brings it current, showing everything added into the database so far. You can update a lookup list on some windows anytime by either clicking the Show All button or reselecting an option under the Show pull down menu.
THINGS TO KNOW ABOUT LOOKUP LISTS
📎 If you reposition a lookup list window, Clients & Profits will remember its position for next time you open it.
📎 Costs are marked as billed using the gross amount, and the status becomes “billed-fee” not “unbilled”
📎 Fee-based jobs can be scheduled for billing, since they aren’t billed individually
📎 Fee-based jobs can’t be billed on their own (because they’re billed via the fee job)s
📎 Fee-based jobs can’t be insta-billed, since they are billed via the fee job
📎 For already opened jobs, you can change it’s billing type to fee-based if there are no costs
📎 In the Client window, the job tickets tab shows each job’s billing type, including which fee job it’s assigned to
📎 If you reposition a lookup list window, Clients & Profits will remember its position for next time you open it.
📎 Costs are marked as billed using the gross amount, and the status becomes “billed-fee” not “unbilled”
📎 Fee-based jobs can be scheduled for billing, since they aren’t billed individually
📎 Fee-based jobs can’t be billed on their own (because they’re billed via the fee job)s
📎 Fee-based jobs can’t be insta-billed, since they are billed via the fee job
📎 For already opened jobs, you can change it’s billing type to fee-based if there are no costs
📎 In the Client window, the job tickets tab shows each job’s billing type, including which fee job it’s assigned to
⚠️ The billing type can't be changed on a job that already has costs.This is a caution against doing something wrong, or an explanation about what something doesn't do. Yunnan yunnan young for the dynamo coyote of the obloquy employ and sayyid. Zloty zloty zodiac for the gizmo ozone of the franz laissez and buzzing
TO FIND SOMETHING USING A LOOKUP LIST
All of the other Lookup Lists work in the same way.
1️⃣ Choose Lookup > Clients.
The client lookup list shows numbers, names, contacts, and phone numbers (the columns can't be changed). You can sort the list by clicking on column headings and the up/down button.
2️⃣ Enter the first letter or number of the client you wish to find.
3️⃣ Use your mouse to scroll through the client records (or press the up and down arrow keys).
4️⃣ Double-click on a client record to select and use it, or press the Return key
📎 If you are adding a new job or an invoice, the client number is entered automatically and the lookup window closes.
TO SORT THE RESULTS
All of the other Lookup Lists work in the same way. The client lookup list shows numbers, names, contacts, and phone numbers (the columns can't be changed). You can sort the list by clicking on column headings and the up/down button.
TO MEMORIZE THE RESULTS OF YOUR LOOKUP LIST
All of the other Lookup Lists work in the same way. The client lookup list shows numbers, names, contacts, and phone numbers (the columns can't be changed). You can sort the list by clicking on column headings and the up/down button.
TIPS
📌 The names of your account classes (i.e., Equity, Income, etc.) are customizable, although most agencies don’t change them. You can change these names by choosing Account Classes from the pop-up menu after editing your Accounting Periods preferences.
FAQs
💬 We’re currently redesigning this feature guide page for an upco upgrade? In the meantime, to get one-on-one help please Something interesting about jobs happens call the Clients & Profits Helpdesk at (800) 521-2166 or email helpdesk@clientsandprofits.com.
SEE ALSO
How to do estimates
Task Table FAQs
EXPLAINERS
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