EZ-Access to Lists

You can add fields to a list by following these steps.

1. Display the list you want to customize.
2. Select the Settings button in the toolbar. This will open the Settings window. On the right is a list of the fields that are currently displayed. On the left is a list of other fields that you can select.
3. Click a field from the list to the left to select it.
4. Click Add. This will move that field to the right.
5. Repeat these steps to add further fields.
6. Click OK. when you are done.

You can remove fields from the list by following these steps.

1. Display the list you want to remove fields from.
2. Click the Settings button in the toolbar. This will open the Settings window. To the right is a list of fields currently displayed; to the left is a list of fields that can be added.
3. Click the field you want to remove from the list on the right to select it.
4. Click Remove. This will remove it from the list and move it to the list on the left.
5. Repeat these steps to remove other fields.
6. Click OK. when you are done.

What do you want to do?

• Rearrange the fields

  You can rearrange the fields from left to right in two ways:

  1) Simply click a field label, holding the mouse button down, and drag the field to the new spot.

  2) Click the Settings button and use the Move Up and Move Down buttons to move the fields on the list to the right up and down. Click OK. when you are done rearranging the fields in this way.

• Change the order in which records sort

  To change the order in which records sort, either ascending or descending, and the field on which they will sort, simply click the field label that you want to use for sorting. This will bring up an arrow triangle, pointing up, showing that records are now sorted by this field in an ascending order, that is, from a to z. Click the field label again to change the sort order to descending, from z to a.

You can resize a column by following these steps:

1. Place the cursor over the vertical bar in the heading to the right of the field you want to widen or make thinner. The cursor will change to a double-vertical bar with arrows at each end.
2. Click and hold the left mouse button.
3. Drag the vertical bar to the right or left to modify the width of the field.

To add a record or transaction to the list

1. Select the list you want to add a record or transaction to.
2. Click the New button. This will open the associated window for the list.
3. Enter the data on the Maintenance or Task window.
4. Save the new record or transaction. It will be added to this list.

To edit a record in the list

1. Highlight the record or transaction you want to edit.
2. Click the Open button in the toolbar. This will open the Maintain or Task window with the data of the record or task.
3. Make the change in the Maintain or Task window.
4. Save the changes.

Use the search features to find information on a list. For transactions, such as sales invoices, you can search by Date Range, Status, and/or a particular piece of information. For records, you can search for a particular piece of information.

1. Select a Date Range and/or Status, if necessary.
2. Use the Search For field to enter a piece of information about the transaction.
3. Select the field that this piece of information applies to in the field to the right.
4. Click Search.
5. All transactions that have that value in the specified field will be displayed on the grid. All others will disappear. To refresh the list with all transactions, click the Clear button.

1. Enter the piece of information you are looking for in the Search For field.
2. Select the type of information from the field to the right.
3. Click Search.
4. All records that have that value in the specified field will be displayed on the grid. All others will disappear. To refresh the list with all records, click the Clear button.

• Print a list

  To print a list

  1. Select the list you want to print.
  2. Click the Print button in the toolbar.
  3. Make your print selections and click Print.
• Email a list

  To send the list in an email

  1. Display the list you want to email.
  2. Click the Send to button to display a drop-down list of options.
  3. Select the Email option.
  4. Make any selections and click Email.
• Export a list to Microsoft Excel

  To export the list to Microsoft Excel

  1. Display the list you want to export.
  2. Select Send To in the toolbar.
  3. Select Excel.
  4. Make your selections and click OK.
• Convert the list to PDF format

  To convert your list to a PDF file

  1. Display the list you want to convert.
  2. Click the Send To button in the toolbar.
  3. Select PDF.
  4. Make your selections and click OK.
  5. Specify where you want to save the list and what its name should be. Then click Save.

• Perform a task using a record, such as a customer or vendor record.

  1. Highlight the Record that you want to use.
  2. Click one of the task links in the pane at the left of the List window. This will open the appropriate Task window with the fields populated with data from the selected record.
• Perform a task using a transaction, such as a sales invoice or receipt.

  You can do this in one of two ways:

  • Highlight the transaction that you want to use, and click Open. This will open the transaction in the original window.
  • Double-click the transaction, and it will open in the original window.

A list of the most commonly-used reports for the current list appears in the pane on the left. To view one of these reports, simply click the report name.