A List page is the first place an end-user should go to search and act on information. It is optimized to view and search through a list of records.
The components of a list page are as follows:
Grid: displays a list of records. It displays only a few of the most important fields for each record.
Filter pane: used to enter search criteria. This filters the list in the grid to show only the records an end-user is interested in. The filter pane contains the quick filter bar and buttons for advanced filters.
Preview pane: displays more fields about the selected record. This helps to make sure that you have selected the correct record in your search.
FactBox pane: displays more information about the selected record from related tables.
User regularly uses the full customer list. He uses various methods to view, sort, and filter data in the all customers list page.
- Go to Accounts receivable > Common > Customers > All customers.
- Click on the top of the column Customer account or right-click on the customer account and select Sort ascending.
- Remove the sort by using either of these methods:
- Click the Remove Filter/Sort button in the advanced filter buttons.
- Press Ctrl-Shift-F3.
- Right-click and select Remove filter/sort.
- Add a column with the customer group to the grid. Click the down arrow next on the button showing Customer account in the Quick filter and select More.
- Expand Customers and select Customer group.
By selecting more the following popup will be shown
- Click Add.
- Close the Select fields form.
- Show only customers who contain sun in the name. Type sun and select Name as the field to filter on. Press ENTER.
- Click the Remove filter/sort button.
- Select the customer group field on the record.
- Click the Filter by selection button in the Advanced filter buttons or right-click and select Filter by selection.
- Reset the form to remove customer group and return to the standard form layout. Right-click in the grid and then click Personalize.
- Click the Reset button.
- Close the Personalization form.