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Demo Diary - search builder, column chooser and saved views

Search Builder

Search Builder helps you get the most out of our powerful Quick Search by acting as a simple-to-use wizard that helps you to create exactly the search you’re after.  It all starts by selecting which column you want to search.  It then allows you to perform advanced searches on the data by building up a series of search statements.   You may be surprised by just how much you can do!

 

Search Builder enables you to search your Bookings, Stock Book or Order Bank using multiple tokens for more specific search results.

Clicking on the spanner icon in the top right hand corner of the application gives access to the Search Builder panel where you will see a dropdown giving you the ability to add filters to your search.

 

There are many choices to choose from as you will see by exploring.

Simply select the column you want to start your search from, select the criteria you want to apply and then click on the ‘Apply filter’ button.

 

 

 

Once you have applied your filter, just can either add another search or close the panel by clicking on the Search Builder button again.

If this is a view search that you run regularly, you could save it as a Saved View.  This is particularly worthwhile if you have changed some of the columns to more relevant ones.

 

Column Chooser

We have spent a lot of time working out what information to show you on list screens, but sometimes you need a different view - this is where Column Chooser comes to the rescue.  Column Chooser does what it says; it allows you to choose the columns you want to view using drag and drop technology.  Also, as exporting data is so easy you can use Column Chooser to quickly create reports or real-time views.  What’s more, you can then save the view you’ve created to save time in the future.

 

You can choose which columns of data you see in your search results when you perform a search in any list view.

We store lots of useful data that might just be exactly what you need. You can select from a large number of fields to customise your view to your exact needs.

Please note - the columns that are available to choose from will depend upon your role within your business.  For example, a salesperson with a customer facing computer might not be able to see Stand in Values or any customer sensitive information.

To add columns to your view first click on the Column Chooser button (see below) to see all the currently used columns, and all of the available columns below.

The column Chooser button is the third (middle) button in the row of icons in the top right corner.

 

Clicking on the button will open the Column Chooser panel, which includes two sections. The top area contains the 'columns in use' (in Blue) and the bottom area contains the remaining 'available columns' (in Grey).

The ‘columns in use’ are the ones currently shown and the ‘Available columns’ are ones you can add to your view if you want to.

 

 

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