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The search screen provides a flexible way to search for the specific record you are looking for.
How to open the Search screen:
Click a module on the left navigation panel. All menus for the module will show in the center panel
Click on a menu to open the Search screen.
**Note that there are screens that do not offer searching of records like Market Zone.- Floating Screen from record. Click the Search toolbar button on a screen.
Toolbar buttons:
- Open Selected - This button will open the records that are selected/checked to the respective screen. Another way of opening a single record is by double clicking the grid row of the record you want to open or clicking the hyperlink of the record.
- New - This button will open a new screen where you can add the details of the new record.
- Export - Export button is a drop down button where you can select the type of file you want when exporting the search list. The following types are available:
- Excel - Export's the list in Search screen in excel type.
- PDF - Export's the list in Search screen in pdf type.
- Text - Export's the list in Search screen in text type.
- CSV - Export's the list in Search screen in csv type.
- Columns - This drop down shows the list of columns that you can Show/Hide.
- View - Option to add a Custom Tab or Custom Menu
- Close - This button will close the Search screen.
- Add Filter - Adds a new Column combo box ready to select column to filter
- Refresh - Located at the bottom of the search screen. This button will reload the grid area of the Search screen like it was freshly opened.
Shortcut Keys:
- Alt + N - Keyboard shortcut to "New" that opens a new record
- F2 - Keyboard shortcut to "Add Filter" button
- F3 - Keyboard shortcut to "Open Selected" button. Opens the selected record in the search grid
- F5 - Keyboard shortcut to "Clear Filters" button
- Alt + A - Keyboard shortcut to "Apply" changes made to the Columns drop down.
- Alt + C - Keyboard shortcut to "Cancel" button for the Columns drop down menu.
Navigation using keyboard:
- Select row + Shift + select end row - Selects multiple rows
- Tab - Tabbing focuses through these fields:
- "Column" combo box
- "Condition" combo box
- "Filter" fieid text box
- "Grid Row"
- Arrow up and down - Navigate through rows
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- Space bar - Select/deselect rows
Additional:
- # selected (hyperlink) - When clicked, will open the selected rows
- Default Filter - First column of the search screen is the default filter
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How to open the Search screen:
Toolbar buttons:
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How to open the Search screen:
Toolbar buttons:
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