Selections

Account

The file the Memos are associated with.

[Record] Code

The code that the Memos are associated with.

Category 1 & 2

Can be customised from Categories.

Auto Select

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

Clear, click Select Links to apply selections, filters and sorts to the list.

Select Links

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

Grid toolbar

Expand Toolbar (Alt+F9)

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

Open (F12)

Opens a maintenance window where you can view details.

Drill down (Shift+F12)

Drill down to the originating record.

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.

Create List View (Alt+L)

Save the current list state as a List View.

Open File Location

Open the folder containing the linked file.

Customise Toolbar

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

Grid scroll bar

First Record

Scroll to the first record in the grid.

Page Up (Page Up)

Scroll up one page.

Previous Record (Up)

Scroll to the previous record in the grid.

Next Record (Down)

Scroll to the next record in the grid.

Page Down (Page Down)

Scroll down one page.

Last record

Scroll to the last record in the grid.