Lists

Use lists such as customer list, vendor list, item list, employee list, or location list, to view the list of customers, vendors, items, employees, or locations respectively. On the list window, you can create a new record, edit a record, or delete a record. Double click a record to view details about that record. For example, to view an employee detail, double click that employee in the list.

The following table describes some common button functionalities that are available in most lists.

Task	Description
Create a new record	Press New button
Edit or open a record	Press Open button
Delete a record	Press Delete button

buttons functionalities

Please note that these functionalities depend on the privileges that are assigned to your login id. User 'sa', can do any of these functionalities without limitations. Please see Securities for more information.

In most lists, you can also filter the list by any column or show or hide a column, or group by specific columns.

Filtering

To filter the list by a column, click on the field below the column and type the text you would like to filter. You can also click on the button on the left of the field to specify the filter type, such as 'Equal =', 'Greater than >', or other signs.

Hiding or Showing Columns

To specify the columns you would like to view, right click on the list and select Column Chooser. In the column chooser dialog, check the columns you would like it to show, or uncheck the columns you would like the list to hide.

Grouping

You may want the list to view the information grouped by certain columns. For example, in the customer list you may want the list to group the customers by customer groups, or in the item list you may want to group the list by categories.

To group the list by a certain column, drag that column header in the space provided at the top of the header. You can group the list by multiple columns as well.

Exporting

You can send the list to Microsoft Excel, PDF, or XPS formats. To export the list, right click the list and then point to Send and select the format type.

Other properties or commands of the list are described in the following table. The property or command of a list is set by right clicking on the list.

Name	Description
Auto Fit	This property specifies that you can adjust the columns of the list manually. If Auto Fit is not checked, the user is able to adjust it manually.
Search	Clicking on Search, set the cursor on a specific field in the column so you can search that column.
Group By Box	This property specifies wether the group by box is shown or hidden.
Auto Resize	This property commands the QBM to resize the columns automatically.

To print a list, please see Printing a list topic.