Selections

Display Inactive

Inactive records are hidden from view with financial information and history retained for reporting.

Selected, Inactive records are shown.

Clear, Inactive records are hidden from view.

Auto Select

Selected, selections, filters and sorts will be immediately applied to the list.

Clear, selections, filters and sorts are not automatically applied.

The default value is set in AR Settings Misc tab.

Select Customers (F9)

Click to apply selections, filters and sorts to the list.

Toolbar

Expand Toolbar (Alt+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Insert (F4)

Insert a new Customer from AR Customer.

Open Details (F12)

Opens document where you can view details. Double-click to open the selected customer in the Customer form.

Print (Ctrl+P)

Print the list, save it to an Excel worksheet or PDF file.

Filter / Sort List (Ctrl+F2)

Clear Filter / Sort (Ctrl+F3)

Apply or clear a Filter & Sort. The button changes to indicate if a filter and sort is applied.

Customise (Alt+F5)

Opens Customise Fields, you can customise the fields visible in the grid.

Refresh (F5)

Reloads the list with changes other Users may have made.

Calculate Totals / Clear Totals
(Alt+=)

Toggle on/off total calculation for the list fields where Total is selected in grid customisation.

Create List View (Alt+L)

Save the current list state as a List View.

Customise Toolbar

Customise Toolbar or right-click in the toolbar below the buttons to access the Customise Toolbar Menu.

Footer

Record Count

The total number of records shown in the list. Click to refresh the total number.

Batch Email (Alt+E)

Open AR Batch Email for the current list of Customers.