Results Tab (Group List)
The Results tab displays the record(s) that matched the criteria entered on the Search tab, whether basic or advanced.
If you're not familiar with selecting records in lists, please see this topic on how to select records from lists in Windows.
Finding a Record in the List
When the Results list is displayed, you can quickly find a Group name by simply typing the name. As you begin to type, a field labelled, "Group Name Search" will appear above the list and will contain the letters you type. Type enough of the name to identify the record, then press Enter. The current list will be searched for a name beginning with the text you type and if found, the record will be selected for you.
Also, use the Page Up/Page Down and Arrow keys to scroll up and down through the list, or use CTRL+Home and CTRL+End to scroll to the beginning or end of the list, respectively.
Changing the Sort
Click the column heading of any column to sort the list by that column. For example, to sort the entire list by phone number, click the Contact Phone column heading:
The first click will sort the column in ascending order, the second click will sort the column in descending order.
Widening a Column
If you need to read especially long entries, just position your mouse pointer between the column headings until the cursor changes to a double-headed arrow, then drag the column to the size you want.
Dividing the View
Divide the list into two sections by using the split-scroll bar so you can see two different parts of the list at once.
Choosing a Preview Display
With MemberTies Professional you can choose up to two "previews" of the selected group record. A preview is a synopsis of a certain portion of the overall group data, displayed at the bottom of the results list. Each time you click on a group record in the list, the appropriate preview information displays. This enables you to make certain types of information immediately available without having to actually open the record.
See Working with Previews for more information.
Choosing a View
With MemberTies Professional you can define your own version(s) of the List, choosing the fields you want to display. This is especially helpful with regard to Custom fields that are not automatically displayed on the standard List.
See Working with Views for more information.
Refreshing the Display
Depending on the setting of the "Refresh Lists Automatically" preference, the list may or may not redisplay to show changes each time you add or modify a record. If the preference to automatically refresh has been turned off, you can press F5 or choose Actions > Refresh Display to re-retrieve data from the database. Note that the number of records matching the search criteria is always displayed on the Results tab.
Working with Records
|•||Press Enter to open the currently highlighted record for editing.|
|•||Press the plus ( + ) key to add a new record.|
|•||Quickly display or copy contact information for a selected record by highlighting the row and choosing Actions > Display Contact Info.|
|•||Copy a selected record by highlighting the row and choosing File > Copy Group.|
|•||Toggle the Include in Mailings checkbox by selecting any number of records and choosing Actions > Include in Mailings or Actions > Exclude from Mailings|
|•||Build an Email List by selecting any number of records and choosing Actions > Build Email List|
|•||Select any single record that contains a Website entry, and then choose Actions > Open Website to open your default web browser and go to the site.|
|•||Additional options are available either from the Actions menu, or from the popup menu accessed by right-clicking a row in the list.|