{"id":6818,"date":"2022-06-01T13:00:22","date_gmt":"2022-06-01T20:00:22","guid":{"rendered":"https:\/\/mitchell11.wpenginepowered.com\/blog\/shopconnection\/new-in-manager-se-8-4-expanded-quick-menu-canned-jobs-display\/"},"modified":"2025-05-22T15:46:30","modified_gmt":"2025-05-22T22:46:30","slug":"new-in-manager-se-8-4-expanded-quick-menu-canned-jobs-display","status":"publish","type":"shopconnection","link":"https:\/\/mitchell1.com\/shopconnection\/new-in-manager-se-8-4-expanded-quick-menu-canned-jobs-display\/","title":{"rendered":"NEW in Manager SE 8.4: Expanded Quick Menu Canned Jobs Display"},"content":{"rendered":"

Once upon a time, when computer screens were small, Manager SE users could right-click on the \u201c.00 line\u201d (always the last line on the Order screen grid) for Quick Menu access to their \u201cTop 10\u201d Canned Jobs. These jobs were selected to display in this list by checking the \u201cInclude in Quick Menu\u201d box in each desired Canned Job record in the shop\u2019s database.<\/p>\n

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As time went by, shops began using computers with larger screens (at higher resolution settings). We saw that this trend made it reasonable to display more entries; so, we increased the scope of Quick Menu \u2013 Canned Jobs to be the \u201cTop 30\u201d jobs. There is always a \u201cDisplay Canned Job List\u201d option at the top to open a full list of ALL Canned Jobs in the shop\u2019s Manager SE database, whether or not they\u2019re marked to be included in the Quick Menu option.<\/p>\n

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So how could we next expand and improve our users\u2019 quick access to Canned Jobs? Displaying a list of 100 jobs doesn\u2019t seem so much like a \u201cQuick\u201d menu anymore, so we were hesitant to do that. We needed to figure out a better solution before we moved forward. Here are a couple scenarios we wanted to address in the process.<\/p>\n

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  1. If a repair shop specializes in certain vehicles \u2013or certain types of work have dozens or possibly hundreds of specific canned jobs built \u2013 how would they control which ones get listed in Quick Menu?<\/strong><\/li>\n
  2. We always have the \u201dQuick Menu\u201d checkbox in each Canned Job, so that is a filter to control which jobs make the list<\/em>.<\/li>\n
  3. Q. What if a shop like that wanted to retain quick access to most of these without looking at a blizzard of options on the screen? How else can we deliver an expanded user experience for this while retaining the Quick Menu concept?<\/strong><\/li>\n
  4. By introducing a smarter \u201dQuick Menu\u201d list display, using your shop\u2019s own Manager SE categories as the pivot point!<\/em><\/li>\n<\/ol>\n

    Now, Manager SE users can have full access to their desired Canned Jobs WITHOUT<\/strong> screen clutter or confusion! Simply choose the category from the list, and all of the jobs assigned to that category will fan out in a list on the right to select:<\/p>\n

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    TIP: Canned Jobs on Quick Menu<\/em><\/strong> report (Management) to conform which jobs are already selected.<\/p>\n

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    It\u2019s simple to turn on this sorting-by-category aspect. Go to UTILITIES<\/strong><\/em> menu, select CANNED JOBS<\/strong><\/em>.<\/p>\n