Shared Features and Functionality Across Multiple Modules
Action Panel, filters, configure columns, save searches
9 articles
Access the Action Panel from all records and enquiriesAn overview of the Action Panel, explaining how to access it from enquiry screens, navigate to different areas of the system, and detailing the Actions, Notes, and Documents tabs available…
Remove filters and default filters from the Advanced Filter panelA guide to removing default and applied filters from the Advanced Filter panel across enquiry and record list screens, including how to display both batched and posted transactions.
Save your searches or filters
Use the Advanced Filter panelA guide to using the Advanced Filter panel to customise, apply, and save search criteria across enquiries and record list.
Configure Columns and fields for all enquiries and record listsA guide to configuring columns across enquiry and record list screens, covering how to add, remove, and reorder columns using both the mouse and keyboard.
Create and edit notes for transactions on all enquiries and record listsA guide to adding and editing notes against transactions and records using the Notes tab within the Action Panel.
Search or filter on the displayed columns
Use the search field on the top of record list and enquiry screens
How to use the date filters and meaning of the different options