Table of Contents

Setting up summary page preferences

It's possible to configure any summary page to display the most useful information for you. This is possible using the available either next to Search button (for filters) or on the first column of the summary information.

You can either configure the summary screen to apply to all the users belonging to a specific business unit or just for you.

Go to the Summary page of the page you would like to customise.
Select > Columns.
From the Configuration tab you can select the available fields to be added and the applicable business unit.
They must be added in the Configuration tab to be available in the User Preferences.
Once added in the configuration you can then select to add them for your user in the User Preferences tab.

Searching for an existing entry

The first step in searching for an entry is to define the search criteria.

Specify at least one of the criteria available in the search criteria section.
Click on Search to retrieve the results based on the search criteria you have selected.

Using different types of Criteria

Quick Search

To use the quick search feature simply start typing in one of the search criteria fields, a list of entries matching your request will appear, select one from the drop down list. Quick search type criteria will usually allow you to add and search for multiple values.

Text Field

Text fields are free text, where you can enter any value manually.

Selection Box

Selection boxes allow you to select a specific value from a predefined list.

Date Search (Calendar)

Date search is used for selecting dates. Click in any date field to see the calendar.

Viewing the search results

After completing the search criteria, click on the Search button to get a list of entries matching your request.

Click on View to view all the details of an entry, or Edit to enter the data entry page in edit mode.