Quantum VS Help: Finder |
You may use the Finder to:
show details of your Carrier Service Level records;
locate a specific Carrier Service Level record; and
open a Carrier Service Level record for viewing/editing (or add its details to an open document).
Note: Rather than using your mouse, it is possible to use your keyboard to activate the required record type in the Finder, browse records in the Finder, then open the record in a new tab or add it to an open document. See Using Keyboard Shortcuts With The Finder.
To show Carrier Service Level records in the Finder:
From the Home tab: under search, select Carrier Services.
Or: Use the search section in the Mega Menu - in the Warehouse section - to select Carrier Services.
Or: From the main menu: select Edit > Search, then select Carrier Services.
Or: In the Finder: click the 'down' arrow on the Search... button and select Carrier Services from the menu.
Your Carrier Service Level records will be listed in the Finder. For example:
For further details and column definitions see Creating A New Carrier Service Level Record.
Note: You may change the sequence of records displayed - see Changing The Search Sequence.
If more than one page of records is displayed in the Finder you may click the blue arrow keys on the Finder Toolbar to scroll through pages of records and/or enter/select a page number. For example, entering 40 will show the 40th page of results. See Browsing Records in The Finder.
To open the required record from the Finder, either:
Click the Service hyperlink of the record you wish to open.
Or: Right-click on the line of the record, then select the View... option.
The record will open in a new tab. For further details see Creating A New Carrier Service Level Record.
You may wish to alter the sequence in which the records are displayed in the Finder. To do this:
1. Click Advanced on the Finder Toolbar.
2. The Search menu shows the current order in which records are displayed. To change the sequence, select an alternative option from the menu.
Carrier Service Level Records have the following Search sequence options:
Service: Display Carrier Service Level Records (and search results) in Service order.
Carrier Account: Display Carrier Service Level Records (and search results) in Carrier Account order.
3. Click the Search (magnifying glass) icon on the Finder toolbar. The records will be re-sequenced.
To find a specific record without having to browse through pages of records:
1. Type an appropriate search term into the search field on the Finder Toolbar.
The search term you enter should relate to the Search option selected - see above. For example, if the Search sequence option is Carrier Account then enter all or part of the Carrier Account number.
Note: You may click the down arrow within the Search field to view and select a recent search.
2. Click the search (magnifying glass) icon on the Finder toolbar.
The records will be re-sequenced in the Finder, with the nearest matching record displayed at the top.