List Screens
A list screen is where items are shown in a list. Numerous areas use list screens and they share some common traits. Here we will explain the contacts list screen (which has the most features):
You can select New Contact to create new contact
Show/Hide Columns
Click on Show/Hide Columns brings up a screen to allow you to show/hide columns in the list
Export to Excel
Choose "Export to Excel" to create an excel file from the entire list, the current filtered list or by selecting individual items. The excel file will in some cases have more data than what is shown on the list screen (example: The contact export show various donation summary statistics that are not on the list screen).
Report
By clicking the "report" button from the contact list it brought up the report screen and by default it sets the report data to the current filtered list.
By clicking the email button it lets you send emails to the entire list, the current filtered list or selected contacts. This could be one email with multiple email addresses or individual customized email templates.
Letter
By clicking the letter button it lets you create Microsoft word documents to the entire list, the current filtered list or selected contacts.
Quick search and filters
This portion of the list screen allows for a
- Quick search (example: enter "Tom" and click Go to search for all contacts named "Tom"
The quick search will search multiple columns (it searches appropriate columns for each list screen)
- Show all records will remove any filtering and show all the records
- Filters will bring up the filters screen to use a custom filter (see the filter section for more details)
- Total Records: XXX this will always display how many records you are currently viewing. If the Show All Records is visible you are not looking at all the records (the list has been filtered by quick search, a simple filter or an advanced filter).
Simple Filtering and Sorting
Every column in a list screen has a little arrow on the right side of the column. By clicking that arrow you bring up the filtering and sorting options available. In this example you are filtering on City which is a text field and allows for sorting and text filtering (Equals..., Does Not Equal..., Begins With... etc...). Numeric and Date fields have different types of filtering capabilities. Also if there are not too many unique values you will see a check box list of items that you can select to do filtering.
Overall simple filtering is a very powerful feature to do simple analysis of your data!
Opening a list item (to show the details)
Simply click on Open to open the detail screen for the selected item.