EDIFICE Inquiry - Change Out History View Prompts

Grid

The grid displays change out history for the customer.  Columns of information can be added or removed using the grid setting , which  allows you to choose the columns to display in the grid.

Sort Grid

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

Filter

To limit the change out history to those that meet certain criteria, click Filter next to the desired column heading.  The available filter choices display.  Here is an example of Old Reference filters, which you can use to look for a connection.

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.

Right-click Options

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

To expand all rows in the grid, click Expand All.

To collapse all rows in the grid, click Collapse All.

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

Printing & Exporting Functions

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 begin printing the displayed information, click Print.  The Print dialog opens.

Or, to print to the Print Preview window, click Print Preview.

• - To create a Microsoft Excel spreadsheet from the selected information, click Save as Excel.  This can be handy if you want to further manipulate the report data.  Then, follow the normal Windows® save procedure listed below.

• - To create a PDF document from the selected information, click Save as PDF.  Then, follow the normal Windows® save procedure listed below.

• - To create a Microsoft Word document from the selected information, click Save as Word.  This can be handy if you want to change the heading or print the report on letterhead.  Then, follow the normal Windows® save procedure listed below.

The Windows Save As steps:

• At the Save In field, navigate to the desired location.

• At the File Name field, enter a file name.

• The Save as Type is set based on the Save as selected:

• Excel document to save as an Excel file.

• PDF to save as a PDF document.

• Word Document to save as a Word document.

• Click Save .