Views

The View form consists of criteria to select the records to view.

A clever table displays all the records retrieved from the CRM database, using the criteria you specified. You can drill down into the grid and can also perform a number of functions on the records displayed in the grid. For example, perform a search on the subset of records retrieved. These clever table features are accessed from a click with your right mouse button, on the heading row of the view table.

You can use a number of wildcards and special search features on the View forms.

Buttons on this Form

These buttons are on the View forms:

Search Now

The Search Now button runs a query on the database using the criteria you have selected. The query retrieves all the records and displays it in the result table.

Enquiry

Select the record from the result table to view. The Enquiry button gives read access to the selected record. This button is disabled if you are not authorised to use the Maintenance form for the record selected. For example, the Enquiry button is disabled on the View Organisations form if you are not authorised to use the Organisation Maintenance form.

Note: The Enquiry buttons are appear on the View Suppliers, View Customers, and View Inventory Item forms, depending on the settings on the Integration tab.

Maintain

Select the record from the result table to maintain. Click the Maintain button to open the selected record for editing. If your security settings allow only read access to the record, then the record is available in read mode only.

This button is disabled if you are not authorised to use the Maintenance form for the record selected. For example, the Maintain button is disabled on the View Organisations form if you are not authorised to use the Organisation Maintenance form.

Save Criteria

Click the Save Criteria to save the search criteria so you can reuse it later. You must enter a Name for the search criteria.

Load Criteria

Click this button to select the criteria you previously saved using the Save Criteria button. Click the Search Now button to perform the search.

Add to List

This button is enabled on the Organisation and Contact View forms. The Add to List button enables you to add contacts to an existing list.

View Organisation form

Add only the Primary Contacts or All Contacts for the selected organisations in the Result table, to an existing list in CRM. Select the organisations by:

Entering the view criteria and select organisations from the list.
Performing a sub-search on the Result table through set selection criteria and then select the organisations from the list.
Clicking the Select All button to select all the organisations in the Result table.
Pressing the CTRL key to select individual organisations in the Result table.
Pressing the Shift key to select consecutive organisation in the Results table.

Note: The contacts of the selected organisations are added to the list, based on whether you select Primary Contacts or All Contacts.

View Contact form

Add the contacts displayed in the Result table to a list defined in CRM. You can select contacts by:

Entering the view criteria and select contacts from the list.
Performing a sub-search on the Result table through set selection criteria and then select the contacts from the list.
Clicking the Select All button to select all the contacts in the Result table.
Pressing the CTRL key to select individual contacts in the Result table.
Pressing the Shift key to select consecutive contacts in the Results table.

Mail Merge

Click this button to create letters or labels using Microsoft Word's mail merge functions using the contacts in the selected lines. This button is enabled on these forms:

View Contacts
View Individual Bookings
Bulk Convert Contacts to Customers

Bulk email

Click this button to send email to the group of contacts in the selected lines. This button is enabled on these forms:

View Contacts
View Individual Bookings
Bulk Convert Contacts to Customers

Select All

Click this button to select all of the records displayed in the Result table. Depending on the View form that you are using, clicking this button:

Bulk selects either the organisations for which to add the contacts to an existing list, or the contacts to be added to an existing list by clicking the Add to List button.
Bulk selects the contacts which to convert to AR customers on the Bulk Convert Contacts to Customers form.
Bulk selects the individual bookings to perform a mail merge or bulk email.
Selects all of the notifications displayed in the table.

Unselect All

Click this button to deselect the Selected option for all records displayed in the table.

Delete Selected

Click this button to delete all of the records selected in the table. You should backup Greentree Desktop before permanently deleting records.

Copy Code

Click this button on the View Inventory Items form to copy the inventory code to the clipboard for use outside Greentree:

Copy code of the first inventory item displayed in table: If you click the Copy Code button without selecting inventory items selected in the View table, then the code of the first:
The inventory item in the result table is copied to clipboard.
Copy code of selected inventory item: Select the inventory item from the list and then select the Copy Code button. This copies the code of the selected inventory item to clipboard.
Copy detail of selected inventory items: Select a number of inventory items from the list by pressing the Shift or CTRL keys. Then, click the Copy Code button. This copies the Code, Description, Status, Quantity on Hand, Type, Analysis, and Unit of Measure fields of the selected inventory items to clipboard. These fields are tab delimited, which you can paste it into Excel.

SO Enquiry

This button is on the View Converted Quotes form and gives access to the Sales Order Enquiry form.

Customer Enquiry

This button is on the View Converted Quotes form and gives access to the Customer Enquiry form.

Mark Read

When you click this button, all the notifications in the table which have the Selected option selected, updates to Read status.

Mark Unread

When you click this button, all the notifications selected in the table update to the Unread status.

Resort Table

Click this button to re-sort the information in the table based on another column. Click the Resort Table button to open the Select Property form, which lists all the fields for the record type listed in the Result table. Select a property to sort the table on. Select the sort order — ascending or descending — and click OK. The result table is re-sorted based on your selections.