Search for Comments in Job Conversations

Use the Job settings option under the Monthly WIP adjustments follow-up submodule to search for comments in 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 search for a comment in 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 of the comment that you are looking 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 with the comment that you are looking 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 with the comment that you are looking for.
6. Highlight the conversation with the comment that you are looking for and in the right pane, hover over the comments.
7. Use the Search comments field to enter a keyword associated with the comment.