Renaming and Reordering Tabs with Tab Management

To create more complex filters that include grouped conditions, you can use the 'Make filter group' checkbox. They make the filter creation process more efficient and allow you to include multiple sets of conditions in the one search. The "Make Filter Group" checkbox in this grid changes the selected row to a filter group. When the row has been made a group you can click the “add condition to filter group” link to add more filters to that group. You can have multiple group filters, this allows you to set up multiple sets of rules in a single search. For example (Condition 1 AND condition 2) OR (Condition A AND Condition B). Another way to set up group conditions is (Condition 1) AND (Condition 2 or Condition 3 or condition 4). This way you can search for records that meet certain conditions and at least one of the other conditions with the OR joins. Was this article helpful?

Every grid has a list of actions that can be performed by mousing over the arrow button located at the top right of the grid and selecting an option. Common actions are export, print, and shortcuts to functions that are also available elsewhere in the system. In the above example is a contacts search results grid. To perform an action you must select some contacts using the checkboxes on the left side of the grid, then an action from the dropdown. ( Note: all records can be selected by clicking the the checkbox in the header row) Was this article helpful?

To speed up the process of entering data, default values can be set for Contact and Organisation types, and address, email, and phone types. These defaults can be set as either a user defaults, system defaults, or both. User defaults take priority over system defaults. User Defaults User defaults are changed from the user preferences screen. This is accessed by clicking your username at the top right of the screen, then clicking preferences. Here you can set the default state and country when entering an address, and defaults for Contacts and Organisations System Defaults System defaults are set by editing the field in the custom fields manager. This is accessed from the System > Custom Fields > Create and Maintain menu. Contact and Organisation types, and most custom fields have the option to set a default value. If a user has their own user default set, that will be used instead of the system default. Was this article helpful?