Page Comparison

The column that is being filtered is shown in square brackets [ ] after the Quick Search heading (in the example shown this is searching on the Customer Name column).

Using this as an example simply type Part or ALL of the customer name that you are searching for and click on the green search icon to filter the list to Customer Names CONTAINING the search text

Use the red cross icon to cancel the filter

1. Use the Select a data field to select which column you are filtering by

2. Select the type of filter

   1. like Find entries that CONTAIN the given text

   2. = Find the entry that matches the given text exactly

3. Enter the search criteria (the text that you are searching for)

4. Click on the green +button to add another level of search

   1. for the additional search lines you can select between AND and OR for the connection between filters

5. Click on the green SEARCH button to activate the filter

6. Click on the red Clear button to clear all current filters

To filter for a specific column when an advanced filter is not available

1. Move the mouse cursor to the top right of the header in the column you wish to filter

2. Click on the Menu Button

3. Click the Filter Button

4. Select the type of filter that you wish to use from the drop down box

5. Enter the text that you wish to filter for in the Filter… box

6. As you type the text additional filter boxes will appear below to enable multiple filters on the column

To alter the column order:

1. Find the column you want to move

2. Click and hold in the column header

3. Drag the column to the new position

4. Release the mouse button

5. Click the Save Layout button

Pinning the column to the left or right of the Grid will allow you to scroll through the rest of the columns whilst keeping that column in place and visible.

To pin a column:

1. Move the mouse cursor to the top right of the header in the column you wish to pin

2. Click on the Menu Button

3. Hover over Pin Column

4. Select Pin Left, Pin Right to pin the column at the respective side of the Grid

5. Select No Pin to remove the pin for that column and put it back into the scrollable Grid

To Show or Hide columns in the Grid

1. Move the mouse cursor to the top right of the header in the column you wish to pin

2. Click on the Menu Button

3. Select the Column Choice button

4. Tick the columns that you wish to Show

5. Untick the columns that you wish to Hide

If you require a specific column to show in a grid that is not currently present, contact Journease Support where we may be able to add it for you.

NOTE: This may incur a Development Charge depending on the amount of work required