Common functions:View Management

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Introduction

The view management tool allows you to create and configure grids that are visible in the different managements of the database. For each created view, it is possible to determine the fields (last name, first name, telephone, address, etc.) visible in the grid. Each field is then represented as columns in order to allow you to search quickly on any field of the database, appearing in the grid.

It is possible to create as many views as desired in virtually all the managements of the software in order to use them subsequently. Moreover, if the network module is active in the software, it is also possible to manage the users who can see and use the created views.

In addition to choosing the fields (last name, first name, e-mail address, etc.) that must appear in the grid, this tool offers the possibility to apply a filter to a view. For instance, if you want to see only the people who are part of a precise category in the "Client management", or to only see the transactions linked to the "Golf" donation occasions in the "Analysis and history management".

It is also possible to determine which view that should appear by default when opening each management of the database ("Client management", "Tasks and history management", "Analysis and history", etc.

The view management tool is represented by the button, that is always at the top, under the menu bar.

Adding, Modifying and Deleting a View

The following examples are made from the "Client management", but the view management tool works in the same way in all managements. After clicking on the button, this menu opens.

Selecting a Default View

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Document name: Common functions:View Management

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