How list views work
Most data in G.J. Software is presented in list views — tables of records with columns, sorting controls, and filters. The following patterns apply consistently across the Jobs list, Leads list, Contacts list, and To-Do tasks.
Sorting
Click any column header to sort the list by that column. Click the same header again to toggle between ascending and descending order. An arrow icon on the column header indicates the current sort direction.
Filtering
Many list views include dropdown menus, checkboxes, or toggle controls above or alongside the table. These allow users to narrow the visible records by status, assignment, date range, or other criteria. Filters can typically be combined — for example, filtering by both status and assigned user at the same time.
Where a search bar is available, type keywords to filter the list in real time. The system matches against key fields such as name, address, or job number depending on the module. Search is module-specific — there is no global search that queries across Jobs, Leads, and Contacts simultaneously. Navigate to each module to search within it.
Customising list columns
Each list view allows you to control which information is visible. To change the displayed columns:
Select the Table Settings icon (gear or edit icon) on the far right of the table header.
Toggle the checkboxes to show or hide specific columns.
Drag items within the list to change their display order.
Select Save or Apply to update your view.
Jobs list
Access the Jobs list from Jobs > Jobs List in the left-hand menu. The list displays the job number, customer name, site address, contract type, and status.
Filtering the list
Use the filtering panel at the top of the list to locate specific records:
Filter | Description |
Status | Select checkboxes for Active, Not Proceeding, Finalised, or DPP jobs. |
Dates | Select a milestone (e.g., Sale Date, Slab Date) from the dropdown and define a range using Date From/To fields. |
Show my jobs only | Toggle this to view only records where you are the nominated Salesperson, Estimator, Administrator, Supervisor, or Maintenance Officer. |
Access Leads from Sales > Leads in the left-hand menu. You must have the Sales > Leads > List permission to view the Leads section.
Leads list and board view
Access Leads from Sales > Leads in the left-hand menu. You must have the Sales > Leads > List permission to view the Leads section.
List view
The Leads list displays individual leads with their name, stage, priority, and contact details. It supports the same column sorting and filtering patterns described above. While the list view focuses on the primary lead record, you must access an individual lead to view its different sales folders.
Use the filters at the top of the list to narrow your results:
Filter | Description |
Salesperson | Select a name from the dropdown. If you have the Salesperson System Role, you only see your own leads by default. |
Job Stage | Filter by lead progress: New, Introduction, Discovered, Proposal, or Closed. |
Priority | Filter by the assigned Lead Priority or Sales Folder Priority. |
Referred By | Filter by the original lead source or referral contact. |
Show Lead | Checkboxes to toggle between Active, Inactive, or Completed (leads converted to jobs). |
Show Overdue Only | A toggle to display all leads where the follow-up date is incomplete and in the past. |
Board view
Select Switch to Board View in the top-right corner to see leads organised in a Kanban-style layout grouped by stage and priority. Select Switch to List View to return.
The board view provides a comprehensive look at your sales pipeline by showing all sales folders for all leads. Leads updated directly within a sales folder or lead record are automatically updated on the board.
The board view includes the following filters:
Filter | Description |
Salesperson | A dropdown menu to filter the board by the assigned salesperson. |
Show Lead | Checkboxes to display Active, Inactive, or Completed leads. |
Show Overdue Only | A toggle to restrict the view to leads with an incomplete follow-up date in the past. |
Each card shows the lead's name, sales folder, follow-up date, and priority. Cards are colour-coded based on their current status:
Blue — New leads from the website (changes once the lead advances or you send a communication).
Red — The follow-up date has passed.
Yellow — Sales folders or leads without a scheduled follow-up date.
White — Stable leads with future follow-up dates.
To move a lead between stages, either select the Move icon on the card and select a new stage/priority, or drag and drop the card to a different column.
Contacts list
Access the Contacts list from Contacts in the left-hand menu. The list displays name, contact types, phone numbers, and email addresses. Records are sorted alphabetically by default and support standard column sorting.
Use the filters at the top of the list to narrow results:
Filter | Description |
Contact Type | Filter by categories such as Creditor/Supplier, Employee, or Customer. |
Show Inactive | Toggle this to include records marked as archived or inactive. |
Tips for efficient searching
Start with the most restrictive filter to narrow results quickly — for example, filter by status before filtering by salesperson.
Use consistent naming conventions when creating jobs, leads, and contacts so records are easy to find later.
Leverage colour coding — visual indicators like red overdue markers, yellow unscheduled folders, and blue new-lead cards provide instant status without additional filtering.
Combine multiple filters where supported to isolate exactly the records you need.