Lists are sets of records, such as operations. If all records do not fit on the screen, the application splits them into separate pages and places a page changer under the list. Lists can be sorted by any column. To do this, click on the column header.
From the list you can get to the object card by clicking on the active bin in the list table. Or to the вЂ>вЂ™ icon in the last column of each string. The period changer may be located above the list table, along with the contextual search field with the "Find" button and the "Filters" button.
The "Filters" button opens the form to select additional data filtering options in the list. Once you have chosen the desired parameters, click on the "Apply" button at the bottom of the form. The right-hand side of the navigation bar may contain the "Update" button (in the form of an arrow pointing to the right), the "Send to Email" button (in the form of an arrow pointing to the left), the "Delete" button (a basket icon), and the "Add" button (the "+" icon). All the data from the list in CSV format of (field separator вЂ“ commas, field marks вЂ“ double quotes) are sent by email.
To delete entries in the list note the strings to be deleted in the first column and click on the "Delete" button. By clicking on the "+" button an object card opens in adding new data mode. After filling in the card fields, click on the "Add" button at the bottom of the card.
Used to add and modify application objects. For example, transaction, client and so on. If the object has many fields, the card may consist of several tabs. When the object has subordinate objects, such as transactions in an organization, one of the card tabs will have buttons to go to the subordinate object lists. After entering the data in the card fields, click on the "Add" or "Change" button at the bottom of the card, to write the data to the application database.
Used in lists and reports. Parameters in the form of dates, numbers, text strings and elements of directories are set in filters. It also indicates how to use parameters in filters: more, less, contains, does not contain and so on. Text and numerical parameters are entered directly into the field using the keyboard. To enter dates and elements of the directory, click on the "..." button. To clear the selection field, click on the "x" button. When selecting directory elements, the corresponding list of elements opens. In the first column, note the essential elements and then click on the "Finish" button in the upper right corner.
To generate reports, do the following: Select the necessary report type in the "Reports" menu. Select the parameters by which the reports will be generated. Click the report generation button in the upper right corner. The report, generated according to the selected parameters, will appear.
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