Jim2 | Jim2 Upskill Webinar on Lists

We invite you to watch the Introduction to Jim2 Lists Webinar, which highlights tools and techniques to enhance your Jim2 Business Engine experience.

Our Client Success Manager, Ashley steps through a range of lists for teams. Lists are one of the most powerful and underutilised tools in Jim2. We will be diving in as a novice Jim2 user and exploring a number of applications of lists.

By the end of the webinar, you will know how to:

Create lists to keep abreast of jobs allocated to you and your staff so you are all working from the same information,
How lists streamline reordering inventory,
Build lists to use as a search tool, and
Use the list filters to build a report and extract the results to MS Excel.

This exciting new webinar series of customer-focused upskill webinars is available free to all Jim2 users to join.

We recommend adjusting the video quality setting on YouTube to 1080p for the best viewing experience.

Topics

00:00 – Welcome
03:16 – Creating a basic Job List
05:46 – Tip to Auto Pick Stock
06:04 – How to exclude a status in your Job List
06:47 – Quick overview of advanced list options
07:40 – Creating a pinned and named Live List in Jim2
09:15 – Creating your own active jobs list
09:38 – Creating and publishing lists to other Jim2 users
12:28 – Additional list columns to add/remove in your list
13:40 – Example of a job list in action
14:53 – Introduction to Purchase Order Lists
17:50 – Example of a purchase order list
18:45 – How to Auto-create Purchase Orders
20:28 – Introduction to Stock Lists
22:09 – Update non-report groups and pricing templates
24:46 – Introduction to Email Lists/Managing Group Inboxes
26:35 – Creating a search list
27:53 – Group data by column headers and export data
29:14 – Session Summary
30:20 – Q&A Session