Lookup/Search Features Home | FAQs & Troubleshooting

 

Navigate Through the software

 

When you use the Lookup button to recall a list of existing records, the records display in a Lookup window. You can view the records and select a one, or you can refine your search.

You can sort the search criteria in any order by clicking the column heading. Columns can also be resized.

Clicking the Search button activates the search feature, which allows you to choose from a list of available search options for the list.

• Use the Search menu to select options for refining your list. If you select Full Text, all columns that appear in the view will be searched.

  Click Find to run the search.

• Click Filters to enter additional filters for the lookup. The text on this button appears red, if filters already exist.

• Click Custom to create a unique lookup view by adding, removing, and/or modifying columns and filters. You can create up to 99 unique lookup views.

• Click Select to select a record, or double-click the current line.

• Click the Print button to print a copy of the data displayed in the lookup list.

• Click the Excel button to export to Excel a copy of the data displayed in the lookup list.