Filtering and Sorting Data

Filtering, Sorting, Rearranging Data

Use your mouse to drag or select the options below:

• Group 
  To group the displayed data by a column, select a column header and drag this to the area labeled Drag a column header to the group location to group the results by that column located to the top left of the columns. To undo the grouping, drag the column header back to anywhere on the grid, the column header returns automatically to its original location.

  

  This option may not be available, depending on the window you are viewing.

• Sort order 
  Select the column header to change the sort order. A small triangle points to indicate if the sorting is ascending (A-Z) or descending (Z-A). Hold the Shift key when selecting headers to sort against multiple columns simultaneously.
• Filter 
  Select the lookup to select a filter type (contains, does not contain, starts with, ends with, equals, does not equal) and enter the value in the field to the right of the lookup.
• Column Order 
  Drag the column headers to the left or right to change the column order. The Customer and Location columns each have a main column header that lets you drag all three columns (Notes, Name, ID) at the same time. You can also rearrange the Notes, Name, and ID columns beneath both the Customer and Location headers.
• Scrolling 
  A horizontal scrollbar is hidden until you hover with your mouse at the bottom of the grid. When the horizontal scrollbar displays, you can drag the bar to view more columns. A vertical scrollbar is automatically displayed.

Buttons on This Window

Some of these buttons may not be available, depending on the window you are viewing.

Button	Description
	Find For information on locating records using the Find icon, see Filtering and Sorting Data.
	Delete Select an appointment and then select to delete the appointment.
	Clear Filter Select to clear the current search results filters.
	Refresh Reloads the results from the database.
	Export Select to export all data or selected rows to an Excel spreadsheet. For information on exporting data, see Exporting Find data.
	Column Tool Use the Column Tool to select fields to display from a list of available columns. Mark to display the checkbox, unmark the checkbox to hide.

Using the Context-sensitive Menus

Context-sensitive menus are available by right-clicking on any of the search results. The options you may see depend on the Find Type and the status of the results. For example, View on Calendar is only available if the appointment is currently on the Schedule Board.

• Open Service Call
  Opens the service call window. The Find window closes.
• Open Appointment 
  Opens the appointment window. The Find window closes.
• New Appointment
  Opens the appointment window. The Find window closes.
• Unassign Appointment
  Updates the resource on the appointment to UNASSIGNED.
• Unschedule Appointment
  Updates the appointment time to 12:00 AM.
• View on Calendar
  Displays the appointment on the Schedule Board. The appointment is temporarily displayed with a red shaded background with yellow text. The Find window closes.
• View Job Details
  Opens the Job Details window. The Find window closes.
• View Customer Details
  Opens the Customer Hub with the focus on the customer with the Customer details displayed at the bottom of the window. The Find window closes.
• View Location Details
  Opens the Customer Hub with the focus on the customer and location with the Location details displayed at the bottom of the window. The Find window closes.