Article Detail

Search Article Headers        
  Main Switchboard - Filter Tab - assistance on the Definition and Instructions to use the Quick Filter Tab of the Main Switchboard
  Article Contents 
InformationInformationInformation / Instructions on how to perform the required tasks
No    
1.Quick Filters
1.1This Form Filters on the following sections, Projects, Operations, Sales Orders, Contacts, Companies and Purchase Orders
2.Sample Filters
2Additional Filters will occur elsewhere in the system and operate in a similar way.
2.1Project - Select from the drop down list and click the Go button to open the Project Detail Form
2.2Operations - Select from the drop down list and click the Go button to open the Operation detail Form. There are options to filter on Either the Job Reference or Name. Where 2 or more operations exist with the same cell or reference, it will open all sites with the similar reference.
2.3Sales Orders - Select from the Drop Down list to filter the operations by the Sales Order logged, click the Go button to open the Operation detail Form.
2.4Contacts - Select from the drop down list and click the Go button to open the Contact Detail Form. There are options to filter the contacts by Fist Name, Last Name or Company.
2.5Company - Select from the drop down list and click the Go button to open the Company Detail Form.
2.6Purchase Orders - Select from the Drop Down list to filter the operations by the Purchase Order raised, click the Go button to open the Operation detail Form.
Related Articles
 Operation PO Expense Form : ATLAS Application Manual  - Viewing Purchase order Expense – PO Expense Tab
 Switchboard - Operation Tab : ATLAS Application Manual  - Main Switchboard Operation Tab - Review of the main Switchboard Navigation
 Switchboard : ATLAS Application Manual  - Main Switchboard
NameEstate Systems Ltd
Phone07773 372024
Emailsupport@estatesystems.co.uk
Article Type: ATLAS Application Manual  - ATLAS database support manual - based around individual forms (Help Reference Pages)
ID-14300 , Revised 26/06/2010 12:00:00 AM , Revision  2
Written by: Jonathan  Spratt (ES) , Estate Systems
Article Limited to: Estate Systems - Databases, Websites and Quality inc UKDS