Items list

Code

Enter the code (or partial code – Jim2 will auto fill the rest) to display a list of only those Items which match that criteria.

Description

Enter a description (or partial description) to produce a list of Items which match that criteria.

Make

Shows only Items with this make in the list.

Model

Shows only Items with this model in the list.

Stock#

Select a stock code to filter by one particular piece of stock. Once a code is entered, hover over Stock# and it will turn into a hyperlink, which will allow you to open that stock record.

Groups

Enter a report group or groups to display only the Items which belong to those groups.

User Groups

Enter User Groups to display a list of Items for that user group.

Def. Name

Enter a name here to display a list of Items which have this Default (user) Name on them.

Serial# is required

Tick this box to display a list of Items which have the Serial# is required box ticked on their Item records.

Active

By default, this box is ticked and only active Items are shown. Since Items cannot be deleted (they must be marked as inactive), untick this box to only show inactive Items in the list. Tick again for a solid box to appear in the checkbox – this will list all active and inactive Items.

Service Job/Sales Job/Manuf. Job.

Ticking one or more of these boxes will include service and/or sales and/or manufacturing job Items in the search results. Ticking all three of these boxes returns all results – the same results as ticking none.

Opens an Adding New Item screen.

Opens the currently highlighted Item in Edit mode.

Opens the currently highlighted Item in View mode.

Runs the query and displays an Items list as filtered by data entered into the fields and checkboxes.

Closes the Items list screen.

View

View the highlighted Item.

Edit

Edit the highlighted Item.

Export Item Data

Exports all Item information including report level.

Export Item Meter Data

Only relates to Managed Print Services

Export Data

Exports data from the grid to a spreadsheet file.

Export Grid

Exports the grid to a spreadsheet. This is particularly useful if the grid has more than one header row, as it will export all header rows.

Print

Print the list.

Print Preview

Preview the list to be printed.

Copy Cell

Copy the highlighted cell.

Copy Row

Copy the highlighted row.

Copy All

Copy all, which can then be pasted into a spreadsheet

Show Find panel

Opens the Find panel:

The Find panel will remain in a pinned list but will disappear from an unpinned list on log off.

Grid Columns...

Allows adding more columns. Also allows removal of columns. Select the column to add, then drag it to the position required in the columns within the grid. To remove, click and drag to the Grid Columns... window, or drag down away from the header area.