How to use lists

You can find lists for most of the modules in Sage 200, such as the Customer List, Supplier List, and Stock List. Here you can learn how to customise, search, sort and filter the information in these lists.

Note: You can hide lists from users to protect sensitive information such as bank account balances. To control user access to features, use the roles and features settings in System Administration.

Working with lists

The action buttons at the top of the list provide quick shortcuts to common tasks. Using the action buttons is no different to using the navigation menu, so selecting New in the Customer List is the same as selecting Sales Ledger > New Customer from the menu.

• Search for items by typing in the box at the top of a column.

• Use filters to show items that contain particular text or a range of values.

  • To filter a column, select the filter button in the column heading, or select the filter button from the menu in the column header.
  • If you want to filter by a date, use the filter button from the menu in the column header.
• Sort the list by selecting the column heading. Select the heading once to sort in ascending order, and select it again to sort in descending order.
• To add or remove columns, select the menu button in the column header, then select the columns button.
• To pin a column, select the menu button in the column header, then select Pin Column and choose the column.
• To move a column, select and hold the column heading, then drag it to a new position.

Note: You'll not see the menu button in the column header until you either: hover over the column heading with a mouse, press and hold the column heading on a touch screen, or navigate to the column heading using a keyboard Tab key (use Ctrl + Enter to open the menu).

Changes that you make to lists, such as adding columns, will be remembered for the next time you use the list. Your list preferences are only remembered for the current browser and device that you're using, so they won't be remembered if you switch to a different browser or device.

Use a filter

Use a filter to only show items in the list that match a range of values. For example, you might use a filter to only show customers that have a balance of over £5,000.

To apply a filter to the list:

1. Select the filter button in the column header.

   Note: You can also select the filter button from the menu in the column header.

2. Choose how you want to filter the information.

   For text:

   • Use Contains and Not contains to include or exclude items that include the specified text.

   • Use Starts with and Ends with to include or exclude items that start or end with the specified text.

   • Use Equals and Not equal to include or exclude items that match the specified text.

   For numbers:

   • Use Equals and Not equal to include or exclude items that match the specified value.

   • Use Less than and Less than or equals to include items up to the specified value.

   • Use Greater than and Greater than or equals to include items above the specified value.

   • Use In range to include items between the two specified values, but not including those values.

3. If you want to use another filter on the column, select And or Or to add a new filter.

4. When you're finished setting up the filter, select Apply.

Note: If you want to remove a filter, select the filter button in the column header, then select Reset.

Keyboard controls in lists

These keyboard controls can be used in all lists used in Web Portal screens.

• Press the arrow keys (←↑→↓) to move the focus up, down, left and right.

  The arrow keys have no effect if the focus is at the edge of the list, for example pressing left will have no effect when the focus is on the first cell in a row.

• Press Tab and Shift+Tab to move to the next and previous cell.

• Press Ctrl+← and Ctrl+← to move focus to the cell at the start or end of a row.

• Press Page Up and Page Down to scroll up and down by one page.

• Press Home and End to go to the first and last rows.

• Press Enter or F2 to edit the content of a cell.

• Press Space to select or deselect the line (row) that contains the current cell. You can select multiple rows if the list supports multiple selection.

• Press up ↑ on the first row of a grid to move focus into the header area.

  When the focus is inside the header, you can navigate using arrow keys (←↑→↓), but you can't use other controls such as Page Up, Page Down, Home, End, and Ctrl+←/→.

• Press Enter in the column header to toggle the column sort order.

• Press Alt+↓ in the column header open the column menu ().