Q. Status, Sort Order and Colours
Each document can have a colour coded status, which can be set to display in any specified order in various lists.
You can define these settings by going to :
1. Admin
2. Status, Sort Order and Colours
You can add a status for Estimates, Invoices, Jobsheets and the Calendar.
You can also manually specify a numeric sort order and a colour to use against this status.
On the calendar for instance, these will be show as :
On the main menu screens, they will be shown as
The order in which items will be displayed on the document screen will depend solely on what you specify.
You can change the status against a document, by clicking the drop down arrow next to edit.
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