Quantum VS Help: File Maintenance

Previous  Next  

Finding Staff By Rep Records

You may use the Finder to:

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.

Displaying Staff By Rep Records In The Finder

To show Staff By Rep records in the Finder:

 

Your Staff By Rep records will be listed in the Finder. For example:

 

 

Finder_StaffByRep.gif

 

For further details and column definitions see Creating A Staff By Rep Record.

 

Note: You may change the sequence of records displayed - see Changing The Search Sequence.

Browsing Staff By Rep Records

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.

Opening A Staff By Rep Record From The Finder

To open the required record from the Finder, either:

 

The record will open in a new tab. For further details see Creating A Staff By Rep Record.

Changing The Sequence

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.

 

Staff By Rep Records have the following Search options:

 

You may also change the sort order by selecting either A to Z or Z to A.

 

3.      Click the search (magnifying glass) icon Gen_FinderSearchIcon.gif on the Finder toolbar. The records will be re-sequenced.

Searching For A Specific Record

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 StaffName then enter all or part of the Staff Name.

 

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 Gen_FinderSearchIcon.gif on the Finder toolbar.

 

The records will be re-sequenced in the Finder, with the nearest matching record displayed at the top.

 

NEXT: Finding Stock Transactions