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Using the List window

Change what you see in the list

Perform tasks with items in the list

Change what you see in the list

Do this

Change size and sorting of columns

See Working with tables.

Add additional columns

Click (Customize).
Select each column that you want to appear on the window, and click OK.

Move an item up or down

Note:

Arrows ( and ) appear on list windows where the order of items may be important to you. On these types of lists, the order of the list determines the order that items print on invoices and reports. For example, you may want to list employee types in the same order as your company's organizational chart or in a special order for printing on invoices.

When you change an item with these arrows, the list order remains until you change it again, unlike when you want to temporarily change the sort order so as to quickly find an item in the list.

On windows where and appear, change the order of items in one of these ways:

Click an item, and while holding down the mouse, drag the item to where you want it.
Click an item, and click or .

View only certain items

Right-click a column heading, and click Can Filter.
Click the arrow that appears in the heading and make a selection.

View only items with a particular status

In the Status column heading, click and make a selection.

Note:

If there is no Status column, either it does not apply, or it is an additional column you can add, as listed above.

Update the list

Click (Refresh). If you are working with multiple users or have multiple sessions running, the list you are viewing is updated with the most current information.

Quickly find a name or description

Begin typing the name or description. The best fit for the name or description is highlighted.

Perform tasks with items in the list

To	Do this
Enter an item in a field	Double-click the item, or click the item and then the Select button.
Print available reports	Click (Reports).
Add a new item	Click the New button.
Change an item	Click the item, and click the Edit button. If you opened the window from the menu, you can double-click the item.
View details	Click the item, and click the Edit button. If you opened the window from the menu, you can double-click the item.
Copy an item	Click the item, and click the Copy button.
Delete an item	Click the item, and click the Delete button. Click Yes to delete it.
Close the window	Click the Close button.

Note:

Depending on your security settings, some or all of these options may be unavailable.