Overview

Professional Version Only

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Overview

Professional Version Only

A "View" is simply a customized layout of either the Activity, Membership, or Group List. It includes one or more columns of data representing the fields you want to see.

With MemberTies Professional, you can create your own views. This powerful feature puts the decision making totally in your hands, allowing you to choose whatever fields you want. You have the ability to place them in any order, set both a primary and secondary sort order (i.e., by City, then by Last Name), and even change the text displayed for the column headings.

Views are managed by choosing the Views button in the Layout section of the appropriate workspace ribbon.

The View List shows all currently defined views, including the default system view (with "- Default" in the name). The system view can be renamed, deactivated or removed as the default, but the view itself cannot be deleted and its columns cannot be not modified.

MemberTies ships with a default view of each list, designed to display the most common information about a record. The default views do not include all available fields, because displaying more fields means retrieving more data from the database for each record, and retrieving data takes time.  Of course, you know your computer better than we do, so there are no such restrictions on views you create yourself.

The Views you define will work just like the standard lists. Clicking a column heading will still sort the whole list, menu options will remain the same, and you can still open and add records normally. Even if you create a view that only shows the City (which would make it very hard to distinguish one record from another), the entire record will still appear when you select and open one of the records.