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Quantum VS Help: Finder |
You may use the Finder to:
show details of your Customer Site records;
locate a specific Customer Site record; and
open a Customer Site record for viewing/editing.
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 Customer Site records in the Finder:
From the Home tab: under search, select Customer Sites.
Or: Use the search section in the Mega Menu to select Customer Sites.
Or: From the main menu: select Edit > Search, then select Customer Sites.
Or: In the Finder: click the 'down' arrow on the Search... button and select Customer Sites from the menu.
Your Customer Site records will be listed in the Finder. For example:
For further details and column definitions see Customer Site Maintenance.
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 Name hyperlink of the record you wish to open.
Or: Right-click on the line of the record, then select the View... option.
Note: An alternative method of opening a Customer Site record is to open a Customer record (see Finding Customers), click the Site Details tab, then click the hyperlink on the Customer Site record to open it. See Site Details Tab: Viewing Customer Site Details.
The record will open in a new tab. For further details see Customer Site Maintenance.
The following hyperlinks are also available in this Finder. Click:
Account: To open the Customer record associated with this Customer Site
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.
Customer Sites have the following Search options:
Customer Account: Display Customer Sites (and search results) in Customer Account number 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 option is Account then enter all or part of the 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.
You may use filters to control which records are displayed in the Finder. To filter Customer Site Records:
1. Click Advanced on the Finder Toolbar.
2. By default, all Customer Site records are displayed in the results (i.e. all of the Active fields are checked). To reduce the number of results you may uncheck the following fields:
All: Show all Customer Site types
Active: Show Customer Sites of the type 'Active'
Inactive: Show Customer Sites of the type 'Inactive'
Deleted: Show Customer Sites of the type 'Deleted'
3. Click the search (magnifying glass) icon on the Finder toolbar.
The selected records will be displayed in the Finder.
Note: To list all records again: check the All field(s) then click the search (magnifying glass) icon on the Finder toolbar.
