Every List within All Orders lets you manipulate the contents of these tables with a readily accessible set of tools. These tools can be accessed in one of the following two ways:
Click the List
button from the toolbar of the current toolbar:
Alternatively, right-click anywhere within the current List.
Either way, you'll end up with a box that looks a bit like this:
The available commands do the following:
Add. Opens up the form for that particular list, allowing you to add more records.
Edit. Opens the same form as when adding a record, this time with the current record's details in the form's various fields, ready for editing. This command is the same as double-clicking a record.
Delete Selected. Gets rid of any records you checked prior to executing the command.
Clear Filter. Removes the current filter from the list, allowing you to once again see all its records.
Select All. This places a checkmark beside each record in the current view. This is typically done to let you operate on more that one record at a time (printing, deleting etc). Filtered items (those records that are part of the table but not currently seen) are unaffected.
Deselect All. This removes any lingering checkboxes on records that you decided weren't ripe for deletion after all.
Delete Selected. Takes all those records you checked and goes quietly about the business of removing them from the list. Well, not entirely quietly: you will receive a dialog asking if you're sure. Click OK if you are.
Add To Doc. This command automatically adds any checked records to any pertinent forms you might have open. For example, when browsing the Item List, executing this command will add all checked Items to an open Quote or Sales Order.
Every List has a large number of both predefined and custom fields
available for your use. These fields obviously vary according to the particular
List you're looking at. Depending Upon installation, you're already set
up with the most often-used fields currently visible as columns. For example,
here is the column selection boxes for the Item List:
Flat View vs.
Hierarchical View. These two mutually exclusive items let you decide
how you'd like to view records that are sub-items of another. Take these
two examples from a Customer List:
As you can see, the second (hierarchical) view removes superfluous information, opting instead to nest its sub-items. Which option you select is a matter of personal taste.
Duplicate. Available exclusively on transaction lists, this command will allow you to make a copy of a particular record. This allows you to execute identical and nearly identical transactions quickly and efficiently. For example, if you have a Customer who always orders the same items, you can duplicate one of their sales orders. The Sales Order form will open with the details already present, allowing you to tweak them as needed before saving.