Learn the core skills used throught the application.
Searching and filtering records are powerful functions in XenDirect, giving the user a great deal of flexibility in retrieving specific records and groups of records. The user controls what search fie...
Following is a list of the data fields used in keyword searches and the related data table. Unless otherwise noted, these fields cover all versions of Release 3. * New fields added 6/3/2020 Clients Cl...
Using a default search can dramatically improve a users experience when searching for records. For the data areas that support advanced searches, such as Client and Sections, adding a default filter c...
Viewing a record allows the user to view the field-level detail. Once in view mode, the user may elect to also edit the record without having to return to the Results List to launch the edit mode. Vie...
Manually adding a new record is performed from the Results List view of the data area. How to Add a New Record From any Navigation Menu, choose a content area. From the Results List view, click the [N...
Data in existing records may be changed by using the edit function. Using the Edit Button to Modify a Record From any Navigation Menu, choose a content area. From the Results List view, click the [EDI...
Data in existing records may be deleted by using the delete function. Using the Delete Button to Remove a Record From any Navigation Menu, choose a content area. From the Results List view, click the ...