Jim2 Upskill Webinar – Quick Tips 2024

We invite you to watch the Jim2 Quick Tips 2024 Webinar, which will show you how to get the best out of your software.

Of the 14+ different quick tips covered in this webinar, you will learn how to best apply them and assist your business with increased productivity.

This Jim2 webinar covers:

• Set the scroll bars to Jim2 to solid
• Using the “Question Mark” icon to find help right where you are
• Using F1 to use the Help directory
• Find grouped topics that may be relevant to each other
• Keyword Search
• Using the Article Content Search icon: uncover how to find related articles at the bottom of each Help article
• What’s New and Build Update pages in the Help File show New Features
• Share a Help url with a hyperlink to a colleague
• How to send emails via lists, for the purpose of seasonal communications
• The easy way to create jobs or quotes, or even expense orders from emails
• Get email attachments into Jim2 as documents efficiently and quickly
• Marking and email as read/unread and by who/when
• A handy tip for the email list screen – multiple orange tags meaning
• Using a filter in a column

The webinar continues on what to consider when onboarding a new staff member in Jim2 and centalising their information on a CardFile. Checking out their security and and adding them to a group for additional roles.

Recently we have created the Custom Report Form, which delivers a lot of information, and then gathers information, to help cut down on the amount of time needed to consult with a Business Analyst. Ashley explains the ins-and-outs of this process to help you save money and time to get exactly what you want in a Jim2 custom report.  

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

Need assistance from the Jim2 Support Team?

Reach out to our support team with your questions on Jim2 Help – especially if you identify that the topic you are looking at needs more information/clarification.