Search for Comments in Briefing, Description, Price, Purchase Order, or Invoice Conversations
Use the Briefing, Description, Price, Purchase Order, or Invoice submodule to search for comments in briefing, description, price, purchase order, or invoice conversations.
To use the Briefing, you must have access to Jobs as defined in User Access Rights under Settings.
To use the Description, you must have access to Jobs as defined in User Access Rights under Settings.
To use Price, you must have access to Jobs as defined in User Access Rights under Settings.
To use Purchase Order, you must have access to Jobs as defined in User Access Rights under Settings.
To use Invoice, you must have access to Jobs as defined in User Access Rights under Settings.
To search for a comment in a briefing, description, price, purchase order, or invoice conversation:
-
On the main toolbar, click
Jobs
.
- On the side toolbar, click Jobs List and highlight the job of the conversation with the comment that you are looking for.
-
Take one of the following actions:
- On the side toolbar, click Briefing.
- On the side toolbar, click Description.
- On the side toolbar, click Price.
- On the side toolbar, click Purchase Order.
- On the side toolbar, click Invoice.
-
Click the Briefing Conversation
, Task Conversation
, or Conversation
tab.
- Hover over the comments and use the Search comments field to enter a keyword associated with the comment.