Pin Job Cards for Job Conversations

Use the Job settings option under the Monthly WIP adjustments follow-up submodule to pin job cards for job conversations.

To use the Monthly WIP Adjustments Follow-up submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To pin a job card for a job conversation:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company containing the job conversation that you want to pin a job card for.
3. In the left pane of the Finance & Administration screen, click Month-end > Monthly WIP adjustments follow-up.
4. Highlight the job of the conversation that you want to pin a job card for and on the grid toolbar, click Job settings .
5. Click the Chat tab and on the toolbar of the left pane, use the drop-down list to select the applicable category of the conversation that you want to pin a job card for.
6. Highlight the conversation that you want to pin a job card for.
7. In the right pane, click Pin this job card and select the pinboard or dashboard where you want to pin the job card.
   Note: This option is only available in the Price and Invoice conversation categories.
8. If you choose to pin the job card to a new dashboard, in the Dashboard title dialog box, enter a title for the new dashboard and click OK.