Table View

The Table View is the first window for the module.  Each one of these windows and views will be discussed separately.  See Table View example below:

1. Search:  The search box found here will search every record in the current data module. The search results will be displayed in the same window.

Note: What is returned from the search can be influenced by your User Preferences Combine Search Criteria setting.

2. Filters: Filters are a way to create a segmented view of your modules data.

3. Import: The import tool found in the table view allows you to import data directly into the current data module.  Click on the wrench icon for Import, Export, Mass, etc.

4. Export: The export tool allows you to export all data (using the “– Show All –” filter) or, if you have a filter selected the export will only include the data that matches your current filter.

5. Mass: Under this list item, you will have the following options to choose from:

Mass Update: Allows you to update all or a filtered number of records in the current module.

Mass Delete: Allows you to delete all or a filtered number of records in the current module.

Mass Email: Allows you to email all or a filtered number of records in the current module.

6. Labels: The Labels function (or Print Labels) allows you to print labels based on the data in the current module. This is helpful if you want to print mailing labels.

7. Create New Record Button: Clicking this button will popup a new blank record.

8. Column Search: Typing in one or more column search areas will filter your data by the search value you type in.

Note: What is returned from the search can be influenced by your User Preferences Combine Search Criteria setting.

9. Column Headers: Clicking the column headers will sort the data by the column header you clicked. You can click the column header multiple times to change the sort order (Ascending or Descending). An arrow will appear to the right of the column header name to show you which way you are sorting.