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 ...
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. --...
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. * Fro...
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 ...
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. * F...