Overview
The QL Access screen can be accessed from the following screens:
- All Diary screens (AP Vendor Diary, AR Customer Diary, FA Asset Diary, TB Prospect Diary)
- AP: Vendor Master File (Contacts tab)
- AR: Customer Master File (Contacts tab)
- JOB: Job Master File (Contacts tab)
- JOB: Tier Descriptions
- TB: Prospect Master File (Contacts tab)
- SYS: Contacts
The QL Use screen enables you to filter for specific records.
You can filter by Display Name, First Name, Middle Name, Last Name, Title, Type, Address, Groups 1 -3, Active records, and Contacts Added by a specific User.
Shortcuts
- Press ALT + S to Search
- Press ALT + A to Select All (only available on screens that allow more than one selection)
- Press ALT + L to Select
- Press ALT + C to Cancel
Related Information
Key Functionality
Filter Criteria
You can filter by Display Name, First Name, Middle Name, Last Name, Title, Type, Address, Groups 1 -3, Active records, and Contacts Added by a specific User.
Field Chooser
Use the Field Chooser to select the columns you wish to be displayed in the grid.
Select All button
Click the Select All button (or press ALT + A) to select all records to include in the recordset.
Select button
Click the Select button or press Alt+ L to view the selected record. This is the default selection.
Cancel button
Click the Cancel button (or press ALT + C) to close the Lookup without selecting records.