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Home > Setup and Maintenance > Data - Visitor Specific > Register - navigating

Register - navigating 


There are a number of ways to navigate the register table.

By default when the Register screen is opened the date range is set to 'today', the registrations shown are all those that have occurred 'today'.

1. To set the date range, set the 'From' and 'To' dates by clicking the date drop down box. Once a date has been selected the screen refreshes with the new date range. The current selection criteria is shown in the title bar.
 


2. Within the date range the registration records can be filtered 'By Person', 'By Company' or by 'By Meeting With'. To apply the 'By Person' filter. Click on 'By Name' to drop down the list A to Z. Clicking on a letter will then show all visitors/contacts/contractors whos name (first last name) begins with this letter.



Note: The title bar of the screen shows the filter used to show the registration records.
Note: the character '...' shows all first not start with a character A to Z

3. To apply the 'By Company' filter. Click on 'By Company' to drop down the list A to Z. Clicking on a letter will then show all visitors/contacts/contractors whos company begins with this letter. (see 2. above)

4. To apply the 'By Meeting Wth' filter. Click on 'By Meeting With' to drop down the list A to Z. Clicking on a letter will then show all visitors/contacts/contractors who met with the staff members whose name begins with this letter. (see 2. above)

See also

People
People - navigating
Visitors Company
Visitors Company - navigating
Register



  

 
Article Details
Created:8/02/2010 10:59:24 a.m.
Modified:19/04/2010 2:39:40 p.m.
Author:Admin
Views:22

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