The following buttons are available from all data screens within the system:

You can access these options by right-clicking a data screen.

Lets you search and replace field values for browser records. Click this button to open a search toolbar below the QAD CRM toolbar.

You can also do a conditional search and replace. To do so, you need to select the Replace If check box and specify a condition. Values are replaced only in records that match the condition.

Lets you refresh the screen with recent changes that you made to the database.

Lets you select the column labels you want displayed when you open a particular menu. You can use the left and right arrow keys to navigate between the browser columns that are hidden or displayed. The up and down arrow keys let you define a sequence for column display.

You can also sort the displayed records in ascending or descending order based on a certain field. For sorting records, click the field name on top of the browser. The system sorts the records in ascending or descending order of the field.

You can also perform multi-level sorting through the Sort window. To use this option, right-click and choose Sort from the menu.

Use the Filter drop-down list on the top pane to select a filter for the records displayed in a screen. This facility is available for most modules that display a list of records.

To specify conditions for filtering records, select the Filter option from the File menu. A new screen appears, based on the module you are using, letting you customize filter conditions. As an example, the Profile Filter screen is explained in detail later in this guide (see Filtering Profile Records). Filter options for other modules function on similar lines.

Lets you see the total number of records displayed in the current filter.

Lets you transfer selected or all records into a browser report layout. This option picks up report data from the browser directly.

For details on reports, see Using Reports.

Lets you control the output format of your generated report through the Export Wizard. You can export to an application, disk file, Microsoft Exchange folder, mail recipient, or a printer.

For details on data export, see Managing Output Channels.

You can add a record to the existing database through this option. A blank screen displays with default values filled in. You are required to fill in the relevant fields here. For more details on performing the Add function for each menu, see the related section in this guide.

You can edit a selected record displayed on your screen through this option. On clicking this option, the cursor automatically moves to the first editable field in the primary tab.

You can delete a selected record displayed on your screen through this option.The system displays a confirmation prompt before deleting the record.

When you add or edit data in a record, the system displays a Save icon on the corresponding screen or tab, indicating that you must save the record or undo it before you can perform other tasks in the current module.