Search system allows you to group and sort the records in your overview.
Default grouping
In order...
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Overview - Search System
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Overview - Filter column data
Drag & Drop Bar filter
Click on a column header to organize/filter the records a-z or 0-1.
Drag a column header into the bar above, to...Last edited by Support Center; 04-18-2018, 11:43 AM. -
Overview - Views
Create view, Manage columns, Special settings
Configure columns - Create view
Go to Views (hover over the feature for the dropdown...Last edited by Support Center; 04-16-2018, 12:53 PM. -
Overview - Selected rows
In your overview, use the toolbar to apply changes to records.
Records grid
Recent records ... -
Overview - Change record Status and Priority
Select a line in your overview and go to Selected rows above in your grid overview, or open the record to change the status or priority.
...Last edited by Support Center; 04-12-2018, 08:16 PM.