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<< Click to Display Table of Contents >> Table |
  
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<< Click to Display Table of Contents >> Table |
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The Clients Table view is a convenient way of quickly viewing many clients' records at once. The table can be customised, sorted, filtered and used as a mail-merge data source
The Toolbar:
Mail Merge allows a Mail Merge document to be generated for all clients visible in the Client Table, respecting any filters that are applied, including those set on the main toolbar in View, Status and Location
•Print Table allows the table to be printed, respecting any active filtering, sorting and column customisation
The Work Area:
The Client Table provides access to all client detail records in the database and is therefore a very useful tool for quickly creating filtered views/subsets of clients. Obviously, this could be considered to be quite sensitive information and so tight control is exercised over how this data can be used. Most importantly, the Client table can only be printed by SYSDBA or users with Administrator privileges. Any other user who attempts to print the data will be blocked with an error message
"Your database login does not allow you to print this table"
For further details on how to use the browsing functions with the Client Table, see the Browse topic
The Client Table can be used as the data source for mail merging. Once you have filtered the table as you need, mail merges or mailing labels can be generated by selecting a merge document from the Mail Merge button on the toolbar