Preview panel (Jobs tab)

Accountants Office with Practice Manager only

The lower table on the Client page > Jobs tab previews the job or schedule selected in the top table and includes any milestone details.

The preview panel is linked to the Job Management > Job Sheet and enables you to update the milestone details for the selected job. All changes made to a schedule or job in the preview panel are updated automatically to the Job Sheet.

To hide the preview panel

Open the Client page > Jobs tab.
Right-click the table. The right-click menu is displayed.
Select Hide Preview Panel

To display the preview panel

Open the Client page > Jobs tab.
Right-click the table. The right-click menu is displayed.
Select Show Preview Panel.