Views

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Views

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Views on the Program Toolbar control the visibility of client records

ProgramToolbarViewDetail

The View list allows you to choose to view All Clients or just the selected Client Type. The default view at start-up is All Clients. If you have added other Client Types in Lists|Client Type then those types will also appear in the menu

ViewClients1

Status allows you to view All Clients, only Inactive Clients, or only Active Clients. The default view at start-up is All Clients

Status

Location allows you to view clients based on their Location. The default view at start-up is All Locations

Location

If Company Clients is selected from the View list, the Company list becomes visible and allows you to select a company. This option is typically used for Industrial Screening functions

CompanyClients

Companies

As the View is changed, the Lookup Client colour and look-up list also change to match the View criteria, with the colour matching the colour-coding used for that Client Type, set in Client Details:

Select Client All

"All"

 

Select Client OHS

"HSP"

 

Select Client Private

"Private"

Select Client Company

"Company"

 

Select Client Insured

"Insured"

The client count on the status bar will change according to the client selection criteria of the currently selected view, with an asterisk indicating the count is for a subset of the total client count because a View is active

ClientCounter