Preview panelAccountants Enterprise with Practice Manager only
The lower table on the Assignments tab previews the assignment, job or schedule selected in the top table and includes milestone details. To preview the details of all schedules or jobs associated with an assignment, first select the assignment in the top table. The preview panel is linked to the Job Management > Job Sheet homepage and enables you to update the milestone details for the selected job or schedule. All changes made to a schedule or job in the preview panel are visible on the homepage. UI Expand |
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title | To hide the preview panel |
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| - Right-click the table.
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- The right-click menu is displayed.
- Select Hide Preview Panel.
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UI Expand |
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title | To display the preview panel |
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| Right- The right-click menu is displayed.
- Select Show Preview Panel.
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Using the Client and Contact pages Assignments Assignment tasks Field Chooser options Adding an assignment to a client Adding jobs to existing assignments Editing job details Editing assignment details Deleting job details |