Knowledgebase

« Back to Knowledgebase

How can I select only a few records to use with the right click menu?

Issue #:444644
Last Modified:11/6/2012 12:44:57 PM




Email this ArticlePrint this Article

DESCRIPTION:

The right-click menu is available on the customers, prospects, owners, properties, rental units and vendors forms. When using the right-click menu to run reports or perform actions, you can easily select some or all of the records at once so that the report or action applies to the records you have selected.

RESOLUTION:

To select all or some records:

  1. Go to the appropriate form (customers, vendors, etc).

  2. Select the records you wish to include with the right-click menu action:

NOTE: For forms which have a List By option resulting in two pieces of information displayed in the list, you must click the leftmost column to select the record.

ALL RECORDS: Select any record then on your keyboard click CTRL + A. (Once all records are highlighted, you can deselect one or more records by holding CTRL then clicking a record to deselect it).

SOME RECORDS: Select one of the records then on your keyboard hold CTRL while you select each additional record.

A BLOCK OF RECORDS: Select the first record then on your keyboard hold SHIFT and select the last record. (Once the block of records is highlighted, you can deselect one or more records by holding CTRL then clicking the record to deselect it).

ONE RECORD: Select the record.

  1. Use right-click on your mouse and continue with the report or action desired.

REQUIREMENTS / PERMISSIONS

Go to File > Administration > Manage Users:

To select vendor records:

  • Payables group: View Vendors

To select all other records:

  • Properties group: Enable (check) the appropriate Properties; and

  • Property / Units group: View Properties; or

  • Property / Units group: View Units; or

  • Owners group: View Owners; or

  • Customers / Prospects group: View Customers; or

  • Customers / Prospects group: View Prospects

Additional requirement for Prospects:

  • Standalone users must have a license which includes the Prospect module.

RELATED ITEMS