It is currently Fri Mar 29, 2024 8:44 am

All times are UTC - 6 hours [ DST ]




Post new topic Reply to topic  [ 1 post ] 
Author Message
 Post subject: New Feature: Quickly Find Client for Account History Report
PostPosted: Mon Aug 06, 2012 10:10 pm 
Offline
Site Admin

Joined: Wed Sep 28, 2011 11:00 am
Posts: 355
The Account History options page has a new feature that allows you to quickly locate the client for the report.

The client list is initially sorted with the highest account balances first, and then alphabetically by client.

There is now a filter row at the top of the client list (please see screen shot below).

To find a client, click in the filter box in the name column, and then type the first letter (or first few letters) of the client’s name. The list will automatically refresh showing only the client names that begin with the letter(s).


Attachments:
AcctHistFilter.png
AcctHistFilter.png [ 32.78 KiB | Viewed 3107 times ]

_________________
Julie Schwalm
iForgeAhead
Top
 Profile  
 
Display posts from previous:  Sort by  
Post new topic Reply to topic  [ 1 post ] 

All times are UTC - 6 hours [ DST ]


Who is online

Users browsing this forum: No registered users and 4 guests


You cannot post new topics in this forum
You cannot reply to topics in this forum
You cannot edit your posts in this forum
You cannot delete your posts in this forum
You cannot post attachments in this forum

Search for:
Jump to:  
cron
Powered by phpBB © 2000, 2002, 2005, 2007 phpBB Group
Template made by TBF Photoshop Forum