Adding a predefined inquiry column
Inquiries contain these types of columns:
- Columns that automatically appear when you open the standard inquiry
- Columns you can add to an inquiry by simply selecting them from a list (predefined columns)
- Columns you can create by writing a formula
To add a predefined inquiry column
- Right-click a column heading where you want to add the new column, and click either Add column to the left or Add column to the right. The Column Properties window appears.
- Click in the Column field, and select the column that you want to add.
You can select a regular column or a key field column.
- In the Heading field, change the name of the column, as needed.
- In the Width field, change the width of the column in inches, if needed. Use decimals such as .50 for one-half of an inch.
- You can display inquiry data for only a specific time period.
- Do one of the following depending if the column contains text, numbers, or dates:
If it contains |
Do this |
---|---|
Text |
Be sure to select this check box to see all the text for some columns such as Address or Phone Numbers.
|
Numbers |
To indicate that the values in the column are percentages, select the Percent column check box. This ensures that the percentages total correctly. |
Dates |
|
- As needed, link the column to another inquiry.
- Click OK.
Note: | If you add columns containing the same information but with different date ranges (for aging, for example), you can click the Properties button on the Inquiry toolbar and set conditions on them. |