Enhanced Inquiry - Book Sequence View

Use the Book Sequence view to see the locations in your books.  You can use the drop-down menu to select the book to view.  A total count of the number of locations for the book displays at the end of the location list.  There are links in the book list that are for location, owner and tenant.  You can click the links to load the desired account in the Inquiry.  There are right-click functions to generate a list of locations for the book as well as to export the information to Microsoft Excel.

 

Directions:

From the Inquiry, click Tools and then click Book Sequence.  

Inquiry - Book Sequence View Example:

EDIFICE Inquiry - Book Sequence View Prompts

 

Create a List of locations for the book

To start, select the desired book from the drop-down list.

Or, to move to the next book in the list, click Forward .  Or to move to the previous book in the list, click Back .

Tip:  If you want to include books for individual connections in the drop-down list, check the Include Connection Read Books box .

View and Organize Locations

The locations for the book display in a list. The list of locations can be sorted and filtered so that you only see the desired ones.

 

Tip:  You can use settings  to change the columns to display in the grid.  Column order can be changed by dragging the header to the desired location.

 

Sort List

To sort, simply click the desired column heading.  To sort in descending order, click the column heading a second time.

Filters

To limit the transactions to those that meet certain criteria, click Filter next to the desired column heading.  The available filter choices display.  Here is an example of street filters.

To select the choices to use as criteria, click to check the desired box or boxes and then, click OK.

Note:  Advanced filtering options are available by clicking Text Filters.

Book Sequence View Right-click Functions

To see additional options, right-click.  Below is an example.

 

 

  • To expand all rows in the list, click Expand All.

  • To collapse all rows in the list, click Collapse All.

  • To copy the information highlighted in the selected rows, click Copy.

These functions can be handy for further manipulating or formatting the data or sending copies to coworkers.  In addition, Print and Print Preview functions are available.  

  • To generate a list of the locations for the book, click Print.  

  • Or, to view a list of the locations to the Print Preview window, click Print Preview.

  • To create a Microsoft Excel spreadsheet from the selected locations in the list, click Save as Excel.
    Tip:  This can be handy if you want to further manipulate the list.

  • To create a PDF document from the locations in the list, click Save as PDF.

  • To create a Microsoft Word document from the locations in the list, click Save as Word.