Knowledgebase: Basic Set Up
Quick List Searches
Posted by Diane Jessup, Last modified by on 24 April 2009 07:44 PM

Built into each list window is the ability to quickly narrow down and sort your data.

Go to any list such as List Clients, List Sessions, Orders, etc.

The Headers on List windows have Quick Click menus associated with them. Right mouse click or CTRL clicking on the header title, you can see the associated menu.

For example, if you are in List Sessions, the following would apply

Date: if you Right click the date header (control click on a mac) it will allow you to select a date range: today, next week, etc.

Client Name: if you select the client name header and Right click (control click on mac) it will allow you to select a letter of the alphabet and only lists the names in the selected group.

Status: if you select the status header and right click (control click on mac) it will allow you to select a specific status and then only list the appropriate items.

To see additional Tips on Sorting your Lists copy the link below into your web browser:

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