Filter

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The navigation bars of the list views of all modules have a common construction/ pattern:


Image:Filter.png


(1) One click on to the module or form name opens the help text in a separate window.
(2) The Entry of word parts in the filter field in relation with the selection ‘at’ shows only data having ‘word part’ in the selected field.
(3) With this you open and close the entire directory tree.
(4) Selection, how many elements per page should be displayed.


A single click on the return-symbol starts the filter and/or the display.

In case the display needs more than one page, an additional link for the following page(s) will appear.

e.g. Contacts:


Image:FilterAnsicht.png


A list with plenty of contacts can be focused by filtering. Insert the desired search term and select the field your search term should be search in. By default all fields will be searched, but nevertheless you can search by specific fields from the dropdown menu by: surname, company, e-mail, city, country, category and remarks. With this you can search punctual for contacts in a certain city or by a certain category.

Tip: The contact module refines a quick filter, listing all entries by surnames starting with the same letter. This quick filter is put top right in the second navigation bar for external contacts as select box with the letters A to Z.

For example you would like to select all contractors from your contact list, you can search the category "contractor“ by entering the search term "contractor“. Does this contact have a remark, e.g. "printer“, you can additionally filter this, too. By clicking the linked entry – mostly the name of the element – you will reach the form view, depending on the access rights you own.

Tip: Most browsers have the option to open somewhere in the subjectline by doubleclicking a dataentry. If this option is runnig you can see, if the row will be highlighted in white by mouse over effect.


sorting

e.g. contacts per default are listed ascending by surname. It is easily possible to change this. Click on the head of the column with the desired search criteria. (e.g. company, if you want to have listed the members by affiliation to a company).


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