EDIFICE Inquiry - Timeline View
The Timeline View offers a calendar view of account activity, as well as offering the ability to drill-down to detailed information. This allows for fast retrieval of information from a single screen. You can specify the types of information that you want to view in the calendar. If the Follow Other View Dates options is selected, when you double-click an item the related view will open where you can view the details. Use the print option to print the account activity for the month. Printing can be a handy way to provide documentation for an outside organization or for legal matters, for example.
Tip: To see a sample printout, click Timeline view Calendar Print Sample.
From the EDIFICE Inquiry, click View and then click Timeline View.
EDIFICE Inquiry - Timeline View Example:
EDIFICE Inquiry - Timeline View Prompts |
|
Select Month to View
To start, select the month and year
Or, to specify today, click Today |
|
Calendar Items |
To limit the types of items that display in the calendar, click to check or uncheck items in the drop-down list. Items that are checked will display in the calendar.
|
Follow Other View Dates |
This
option allows you to drill-down to the billing, payments and transactions
views to see additional information. To drill-down to additional
information, check the Follow
Other View Dates |
To print the calendar with the items for the selected month, click Print. Tip: To see a sample printout, click Timeline view Calendar Print Sample. |
|
to view. To go ahead a month from
the current month, click 
. To go back 1 month from the current
month, click 
.
.
.