We use Job costing for all our sales. We have noticed that the more sales staff we add it's become harder to track what's "missing" from our jobs. For example, we enter a job and its estimates. Notes are entered regarding whether or not credit references need to be sent/approved, insurance requirements, if we're waiting for change orders, etc. We need to be able to have some type of "alert" set to remind us to follow-up on any outstanding paperwork. The alert could best be utilized in a report - a report that would list the jobs with "alerts" applied, and the description.
Entering the notes without any system for follow-up is problematic as we don't see the problem until it's too late. We have jobs that needed deposits (and such is entered in jc notes) but was not realized until material was already ordered. If we had a tool that could be used on a regular basis to catch the alert type of "notes" it would be very very useful.
Printing JC notes is not enough. They don't print out in detail, and some of the notes are more general and don't necessarily need to be tagged for follow-up. Having those general notes incorporated into a report with the notes that do in fact need to be followed-up with an alert is cumbersome and time consuming to read.

Hi Karen,

Job alerts have already been added for the next version of Adagio JobCost. Pop-up alerts like you see elsewhere in Adagio. Will this solve your situation, or do you really need this in a report?

These alerts (and all the other notes) can be accessed in a GridView inquiry.

Hi Karen,

Could you add a note with a UserID of "FOL" (for example), print a report of all those notes, and then edit the note and change the user when the task has been completed?

As support mentioned, we've added function specific alerts to JobCost for the next release.

Pop up alerts will be a great start but a report with the alerts is necessary because the only way the alert will show up is if we actually enter the job number. That could be too late.

Hi Andrew

Judging from your answer, I'm not sure if you are aware, but the current version of JC doesn't have a standard report to print notes. And GridView (which is what Karen has) doesn't do a good job of printing anything more than the first x characters of a note.

In any case, I think Karen wants to suggest that the next version allow alert notes to be printed.

Steve