Browse

The Browse tool allows users to quickly generate a report in a table format. They can then view this information, print it, and save the browse for others to use as well. The following examples are from the Customer module, however these same steps apply in other modules.

Tutorial Movie A tutorial movie is available for additional information on the browse function.

To access the Browse tool, click on the module toolbar, and the following screen will appear:

Browse

The top half of the screen is used to create or edit a browse. The bottom half of the screen is used to manage and run Browses.

How To Create a Browse

How To Save a Browse

How to Rename a Browse

How To Modify a Browse

How to Create a Global Browse

How to Quick Browse

How To View a Browse

In This Section

Creating a Browse

Modifying a Browse

Saving a Browse

Global Browse

Viewing a Browse

Using the Browse Toolbar

Headers and Footers

Page Setup

Printing a Browse Result

Exporting a Browse

Closing a Browse

Quick Browse

See Also

Advanced Functions

Locate

Filter

Reports

Documents

Relationships

Subset Manager

Toolkit