List Windows

List

In many modules within the program, you will find the List button in the toolbar at the top. Clicking on the button will open a list window with information about the module you are working in. Examples of modules where you can find the list button are: Contact, Product, Employee register, Project, Time Sheet Input, Quotation, Sales and Invoicing and Purchase.

In several of the lists there are a number of default buttons that have a similar function, independent of which module you are in. Not all buttons are available in all lists, and not all buttons will be activated and available even if they are displayed in the list window.

New allows you to create new entries.

Edit allows you to edit the item you have selected.

Delete allows you to delete the entry.

By using Selection Off/On you can turn off and on the selection you specified in filter settings. Read more about Filter.

Through Filter settings you can apply settings for one or more properties that the entries will have to be included in the selection.

Print provides you with the opportunity to print the contents in the list window.

Click on the Help button if you are stuck in the program and need help to proceed.

Click Close to close the list window.

Sorting

By clicking on the column headings you can sort the contents in the list window per Name, Number, ID, Description, Telephone number etc. The column headings in the list are displayed in bold. In several modules you can decide how the lists are sorted as a default when opening the list window. You do this through User settings.

At the bottom of the list window you can search by entering search words or numbers. The search will be carried out based on the sorting criteria you apply. This means that if you sort by name and start entering the letter S.... the list will display all contacts that start with S, and as you enter the rest of the word e.g. 'Smith', the search will stop on the first contact that starts with 'Smith'.

Status

In several of the list windows you will find one or more drop-down lists where you can make a selection and set the status. This can be helpful in the product list if you for example have several hundred products. In the first drop-down list you can select product group and in the other for example 'Stock item'. This will reduce the contents of the list, improve the overview and will make it easier for you to locate the product you are looking for.