The Search Screen is used to...
- Sort - By clicking a column heading.
Sorting helps you find the oldest date or the first invoice number etc. Clicking once sorts in descending order, clicking again sorts in ascending order.
- Filter - By typing a string into the Search field.
Filtering can be done on any part of a word eg tch will find watch us grow.
It could also by be found by using wa gr, as leaving a space between strings will make the search look for each string.
Preceeding a string with a hyphen will exclude a string eg. -us.
Surrounding a string with quotes will allow for a phrase to be filtered eg. "h us g".
- Select - By clicking a highlighted row.
Simply clicking a highlighted row will either take you to an edit screen or select a record for a lookup object.
- Add - By clicking the Add button.
Clicking a highlighted row will take you to an edit screen of an empty record.