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Quantum VS Help: File Maintenance |
You may use the Finder to:
show details of your Staff By Rep records;
locate a specific Staff By Rep record; and
open a Staff By Rep 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 Staff By Rep records in the Finder:
From the Home tab: under search, select Staff By Rep.
Or: Use the search section in the Mega Menu - in the System Admin section - to select Staff By Rep.
Or: From the main menu: select Edit > Search, then select Staff By Rep.
Or: In the Finder: click the 'down' arrow on the Search... button and select Staff By Rep from the menu.
Your Staff By Rep records will be listed in the Finder. For example:
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.
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 StaffName 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 Staff By Rep 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.
Staff By Rep Records have the following Search options:
StaffName: Display Staff By Rep Records (and search results) in Staff Name order.
RepName: Display Staff By Rep Records (and search results) in Sales Rep name 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 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 on the Finder toolbar.
The records will be re-sequenced in the Finder, with the nearest matching record displayed at the top.
