List View

Each time you enter a module,  the first screen you see is the List View.  

You will also see it referred to as something like "View Opportunities (or any Module name).

In the List View screen for any Module,  you can:

  • Search for records you want to view, change or delete
  • Perform an advanced search and SAVE it to use later
  • Create a new record for that Module

Layout

The List View is divided into two sections:

  • "Search"  on the top part of the screen (depends on how many search fields)
  • "List"   on the bottom part of the screen.  

Search Area

The search area of each Module contains:

  • A title -   Search  < Module Name >
  • The always present blue "Create" button if you want to add a new record to the Module
  • A set of search criteria fields
  • Blue "Search" and "Clear"  buttons to start search /  clear your criteria
  • A blue link called "Advanced Search"

Below is a how the search area of a List View typically appears.

Start Search/Clear Criteria

Once you have entered your criteria,  click the blue "Search"  button to start searching.

To clear your criteria,  click the blue "Clear" button and enter new criteria

HINT You can also start your search by pressing <ENTER> in most of the search criteria fields.

Wildcard

To help you refine your search you can use the wild card character percent (%) in criteria fields where you type the input.

See the examples below showing how to use this very handy feature

Checkbox criteria

Single Select Option

You may see one of these in a search area.  

Multiple Select Options

A multiple select list of options looks different from a single select as you can see here.

Date Criteria

 

For how to use the Date Picker,  

Lookup/Look Ahead Criteria

List Area

Below the search area is the List area

Paging

Selecting records

Actions on Selected row(s)