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Quantum VS Help: Finder |
The Route Rounds Finder lists your Route Round records corresponding to each delivery route you operate on a given day (and potentially week). For further details see Route Round Maintenance.
You may use the Finder to:
show details of your Route Rounds;
locate a specific Route Round record; and
open a Route Round 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 Route Rounds in the Finder:
From the Home tab: under search, select Route Rounds.
Or: Use the search section in the Mega Menu to select Route Rounds.
Or: From the main menu: select Edit > Search, then select Route Rounds.
Or: In the Finder: click the 'down' arrow on the Search... button and select Route Rounds from the menu.
Your Route Round records will be listed in the Finder. For example:
Click the Route or Round hyperlinks to view/amend the Route Round record. For further details see Route Round 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 Route or Round hyperlink of the record you wish to open.
Or: Right-click on the line of the record, then select the View... option.
The Route Round record will open in a new tab. For further details see Editing Route Round Records.
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.
Route Rounds have the following Search options:
Route: Display Route Rounds (and search results) in Route order.
You may also change the sort order by selecting either A to Z or Z to A.
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 Route then enter all or part of the Route.
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 Route Rounds:
1. Click Advanced on the Finder Toolbar.
2. By default, all Customer Route Rounds are displayed in the results (i.e. all of the Active and Week Day fields are checked). To reduce the number of results you may uncheck the following fields:
Active:
All: Show Active and Inactive Route Rounds
Active: Show Active Route Rounds
Inactive: Show Inactive Route Rounds
Week Day:
All: Show Route Rounds for all week days
Mon: Show Route Rounds with the 'Day Of Week' Monday
Tue: Show Route Rounds with the 'Day Of Week' Tuesday
Wed: Show Route Rounds with the 'Day Of Week' Wednesday
Thu: Show Route Rounds with the 'Day Of Week' Thursday
Fri: Show Route Rounds with the 'Day Of Week' Friday
Sat: Show Route Rounds with the 'Day Of Week' Saturday
Sun: Show Route Rounds with the 'Day Of Week' Sunday
Week Number:
All: Show Route Rounds for all week numbers
Week 1: Show Route Rounds for week 1
Week 2: Show Route Rounds for week 2
Week 3: Show Route Rounds for week 3
Week 4: Show Route Rounds for week 4
Week 5: Show Route Rounds for week 5
Week 6: Show Route Rounds for week 6
You must ensure that at least one filter from each category listed above is selected, otherwise no results will be returned. For example, to show ONLY Route Rounds with the 'Day Of Week' Monday:
Under Week Day, ensure only the Mon box is checked.
Ensure All or at least one Active and Week Number box is checked.
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.
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