Amy: Created page with "Click '''Navigat'''e in the different modules to quickly go to a record. File:Navigate(1).jpg
'''1''' - '''GoTo''' - quickly go to ..."

2011-06-17T17:55:16Z

Created page with "Click '''Navigat'''e in the different modules to quickly go to a record. File:Navigate(1).jpg <br><span style="color:orange"> '''1''' </span> - '''GoTo''' - quickly go to ..."

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Click '''Navigat'''e in the different modules to quickly go to a record.

[[File:Navigate(1).jpg]]

<br><span style="color:orange"> '''1''' </span> - '''GoTo''' - quickly go to a record by entering the order number, invoice number, customer name etc.

* In Customers - by customer name
* In Service Orders - by order number
* In Invoices - by invoice number

<br><span style="color:orange"> '''2''' </span> - Recently visited records. In this section of the Navigate menu you will see the records you recently visited. Select to quickly jump to the record.

<h3>Apply View</h3>

If you created custom search views, you can apply the search views to the navigation. For example, if you have a search view that filters orders down to orders in a specific zone, then when you click through the orders using the Next and Prior button, it will only click through the orders in the zone.

[[File:Navigate_ApplyView.png]]

<h3>Order By</h3>

The field you choose to order your navigation by determines the order your records will display when you click the Next or Prior button.

[[File:NextPrior.jpg]]

For example, in Service, choose Order Number and as you click Next you will click through all orders by Order Number.

[[File:SelectSortOrder.jpg]]

Navigate Button - Revision history

Amy: Created page with "Click '''Navigat'''e in the different modules to quickly go to a record. File:Navigate(1).jpg '''1''' - '''GoTo''' - quickly go to ..."

Amy: Created page with "Click '''Navigat'''e in the different modules to quickly go to a record. File:Navigate(1).jpg
'''1''' - '''GoTo''' - quickly go to ..."