Depending on the size of your business, SQLWorks Companies List can be very large – so what’s the fastest way to find what you need?
SQLWorks ‘Quick Select’ feature has been built to help you find entries you’re likely to need, such as those with recent or outstanding records, or on one of your personal saved Client Lists.
Clicking the small arrows beside the ‘Search’ field in the Search Menu opens the Quick Select Menu. From here users can quickly filter the full Companies List with one of several pre-saved options, for example companies with ‘Recent Phone Logs’, ‘Running Tasks’ or ‘Diary Entries this Week.’ Quick Selects for Stock and Purchase Ledger (SL/PL), and Client Lists or Client Type, are also available to choose.
SQLWorks will narrow your list to those entries matching the chosen quick select, which can significantly help cut the time you spend looking for records. The SQLWorks team can even add additional Quick Select queries if your business needs them.
When you’re done, simply click the blue ‘Undo’ Arrow on the right hand side of the ‘Search Bar’ to return to viewing the full Companies List.
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SQLWorks has three areas which form a standard ‘look and feel’ across the software and allow users to easily navigate even the most complex business databases.
Down the left hand side of the page is the Navigation Bar (or ‘NavBar’)(1) – this is the main menu of SQLWorks. Users can expand sections by clicking on the small grey arrows beside the items in the NavBar to enter CRM, Accounts, Stock Control, System Admin and more, or to view and enter subsections.
Above the main list, the Search Bar (2) can be used to search for entries in different modules, finding an entry from lists of phone logs, stock, tasks or other lists in different parts of SQLWorks. If you open a full screen list in SQLWorks the Search Bar will be wider, but users can also adjust the width of the entire list column by clicking and dragging the right hand border.
On the right hand side of the screen is the information relating to the selected entry. Using the Tool Bar (3) users can perform functions related to the selected entry, such as editing, adding a new entry, saving, deleting or loading reports (4.) Your data is then displayed below in the Main Window.
All the SQLWorks menus available can all be customised by Lineal to match the needs of your business, and ensure that you can always find what you need when navigating SQLWorks.
For more information, contact our team today: http://www.sqlworks.co.uk/contact/