Exercises Creating editing, deleting clients

If the database does not contain any real data it is a good idea to do the following exercises in this order to become familiar with JobVision.

1. Try creating some new customers using the new button control at the very bottom of the form.

2. Try moving backwards and forwards up and down the stack of client records.

3. Delete some of the clients one by one by clicking on the vertical record selector bar on the far left side of the form. This will turn a dark colour indicating that the record is selected. Now press the “Delete” key on the keyboard. If there are no jobs for this client, the client details will be deleted

4. Try creating a job for one of the clients. Make sure to enter a name for the job as JobVision does not like jobs that are not named.

5. Try creating another job for the same client.

6. Try deleting one of the jobs just created by clicking on the record selector and pressing the “Delete” key on the keyboard . If there are no actions recorded against that job, it will be deleted

7. Try entering a list of actions against a job. Put each action on a separate line and do not forget to use the tab key to enter the quantity and cost of the action.

8. Try printing the invoice for the job just created.

9. Step through each action and delete it.

10. Step through each job and delete it 10.Step through each client and delete it. You can tell all your practice entries have been deleted as the record counter at the bottom left side of the CJA form will read “1 of 1” You are now ready to use JobVision for your business!