How to Use Lists
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Let's say you need to get a list of the payments made today for a particular sales rep's customers. With IntelliQuery, you could easily search the payments list for all payments with a payment date (field from the payment file) equal to today, and an assigned rep (field from the related customer file) equal to the rep in question. You could then view or print the records selected by these criteria.
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Use custom reports and queries together to select the data you need for a report and print out the fields you require.
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Q01. | How do I sort the list in a different order?
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A01. | Simply select one of the sort order tabs at the bottom of the screen. To select a custom sort order, choose the Define Views button on the toolbar of the list.
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Q02. | When I print a list, sometimes the system does not ask to apply a query. Why not?
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A02. | If you have selected a query AND selected the option to view only the selected records, the program will apply the currently selected query to the report.
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Q03. | From certain lists, I cannot add, edit, or delete records. Why not?
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A03. | Some lists do not allow records to be added, edited, or deleted. This depends upon the nature of the information in the list. Usually, only internal records are subject to such limitations.
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Q04. | I don't see my question here. Where else can I get information?
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A04. | Visit our website's Technical Support section.
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