video.jpg Create a Custom View video.

To create, load, edit or delete a custom view, click the View menu and select Custom View.  A list of all views you have created will appear.

  1. To use a view - Double-click the View or click the Load View button.
  2. To create a new view - Click the New View button.
  3. To edit a view - Click the Edit View button.
  4. To delete a view - Click the Delete View button.

Building a New View

  1. Click the New View button.
  2. A box will appear asking for the View name. Enter the name of the view.
  3. Click OK and the View Builder will appear:

On the form you will notice two tables. 

The table on the left is the Items List, which contains items that can be placed on the view. The table on the right shows items that will appear on the view. 

Selecting an Item to place on a view

Items are listed in different categories so that you can quickly find them. At the very top of the Item List you will notice a drop down list box. This box contains the different categories available.  Select the items category you wish to view. 

Add an item to a view

Double click the item on the Items List (left side) or click and it will move to the right (on the VIEW LAYOUT).  You will notice when you add an item it is inserted on the row currently highlighted on the VIEW LAYOUT (right side).

Remove an item from a view

If you need to remove an item from the VIEW LAYOUT, double click it or click to remove it back to the Items List.

Customizing Column Headers

A description for each Column Header is automatically inserted for each item you place on a view layout.  However, if you do not like the default, you can change this at any time. Simply click on the text in the Column Header and type the text you wish to appear.

There are two special items you can type in a column header to instruct the program to insert special information:

  • <MISCFIELDNAME#>  - Inserts the "name" of the field. Use this to insert the name of a "Miscellaneous" field. 
    Example: Assume you place Miscellaneous Field Number 1 on your view layout, and you have called this field "Shirt Size".  You would type "Shirt Size" for the column header: <MISCFIELDNAME1>.  The view will then display "Shirt Size" as the column header when you use the view.

  • <L> - Will cause the text that appears after this to be on the next line.
    Example: Assume you place the item "Amount Due" on your view layout.  You type the following in for the Column Header:  Amount<L>Due

  • When you load this view, the column header would appear as:

    <L> instructs the software to move proceeding text to the next line in the column header