Manual:Basics: Difference between revisions
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====<p style="color:Gray">[[File:Filter.png]] Filter</p>==== | ====<p style="color:Gray">[[File:Filter.png]] Filter</p>==== | ||
Allows the records to be filtered by any standard field on the current screen.<br> | |||
#Starting with the first field you want to filter on, right-click the data field and select <b>Filter By</b> from the menu. The field will automatically populate the <b>Filtered Fields</b> grid of the Filter Flex Grid. | #Starting with the first field you want to filter on, right-click the data field and select <b>Filter By</b> from the menu. The field will automatically populate the <b>Filtered Fields</b> grid of the Filter Flex Grid. | ||
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====<p style="color:Gray">[[File:FilterPresets.png]] Filter Presets</p>==== | ====<p style="color:Gray">[[File:FilterPresets.png]] Filter Presets</p>==== | ||
To the right of the Filter icon allows the use of saved Filters or removes the current filter to display all records.<br> | |||
To save a <b>Filter Preset</b>, once you have created your filter, from the Filter Flex Grid showing all <b>Filtered Fields</b>, at the top left in the <b>Presets</b> field enter a name for your preset, then click the green + icon to add/save your preset. | |||
Your Preset will appear in the dropdown to the right of the Filter icon on the Toolbar. Saved presets are specific to each user. | |||
====<p style="color:Gray">[[File:CaptureImage.png]] Capture Image</p>==== | ====<p style="color:Gray">[[File:CaptureImage.png]] Capture Image</p>==== | ||
: Allows for document scanning with an attached compatible scanner/capture device. Document is scanned, added to the Documents Table and a relationship is automatically created between the current record and the document scanned.<br> | : Allows for document scanning with an attached compatible scanner/capture device. Document is scanned, added to the Documents Table and a relationship is automatically created between the current record and the document scanned.<br> | ||