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Search, View, Add, Edit, and Delete

Learn the core skills used throught the application.

  • Adding Records

    Manually adding a new record is performed from the Results List view of the data area. This guide provides step-by-step instructions on how to create a new record efficiently. How to Add a New Record ...

  • Creating a Default Search

    This article explains how setting up a default filter can enhance the search experience by making search results load faster and allowing users to focus on their most common search criteria. By creati...

  • Deleting Records

    Records can be deleted using the Delete function. This guide explains how to remove a record, important considerations when deleting records, and whether a deleted record can be restored. How to Delet...

  • Editing Records

    Records can be modified using the Edit function. This guide explains how to update an existing record, save changes, and use features that improve the editing experience. How to Edit a Record Navigate...

  • Keyword Search List

    This document provides a comprehensive list of data fields used in keyword searches within the system. It categorizes fields based on their respective data tables and specifies their search functional...

  • Searching Records

    This article explains how to use the search and filter functions in XenDirect to efficiently find specific records. It covers both Standard and Advanced search methods, how to save and set default sea...

  • Viewing Records

    This article explains how to view and edit a record in XenDirect. By entering view mode, users can access detailed field-level information and, if needed, switch to edit mode without navigating back t...