WEBVTT
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Language: en

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Using lists.

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This video shows you how to select list&nbsp;
items, sort and add columns, set row spacing,&nbsp;

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open lists in Windows, search the list, filter the&nbsp;
list, use the scrollable view, select list items.

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First, we will open a list. the&nbsp;
sales ledger customers list.

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We will unpin the menu to make more room.

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Now we will select some items in the list.

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We can select multiple items in a&nbsp;
list by using control and click.

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Notice that the number of selected&nbsp;
items and their totals are displayed.

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The toolbar shows actions we can use with a list.&nbsp;
We will view orders for the selected customers.

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We can see orders for the three customers.

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We can swap or invert the items we have selected.

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We will clear the selection.

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Sort and add columns. We can sort&nbsp;
the list by clicking a column.

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Clicking again will change the order.

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Next, we will add a column to the list.

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We will right click in the list to show the menu.

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We will add the column is over credit limit.

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The is over credit limit column has been added.

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We can also resize column widths.

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set row spacing.

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We can change the lists row&nbsp;
spacing to see more items.

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We will open preferences.

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We will set the row spacing to be narrow.

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We can now see more items.

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Open lists in Windows.

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We will write click the suppliers list.

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We will select open in new window.

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We can switch between windows.

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We will open another list in a window.

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We can look at the two lists side by side.

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This makes it easier to work with multiple lists.

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Search the list. We will&nbsp;
search the list for Smith.

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The results show customer&nbsp;
accounts containing Smith.

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We will clear the search.

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Filter the list. We will select filters.

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We will add a new filter.

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We will enter a name for the filter.

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We will make the filter public so anyone can edit&nbsp;

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it. We will set up the filter to show&nbsp;
customers with balances over 10,000.

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When we save the filter, it&nbsp;
is kept with our company data.

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We will try out our new filter.

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So, the list now only shows customers&nbsp;
with a balance of 10,000 or more.

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We will update the filter to only show&nbsp;
customers over their credit limit.

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So this will only show customers&nbsp;
where is over credit limit is true.

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So the filter now shows customers with a balance&nbsp;

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of 10,000 or more and who are&nbsp;
also over their credit limit.

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Use the scrollable view. We&nbsp;
will open the sales orders list.

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By default, lists used a paged&nbsp;
view which shows all your data.

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We can see there are about&nbsp;
5,000 items in this list.

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In page view, items that you select are&nbsp;
not remembered when you move from the page.

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Next, we will look at the scrollable view.

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In scrollable view, only the&nbsp;
first 1,000 items are displayed.

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We can scroll through the list.

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We will use a filter on this list.

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In scrollable view, selected items are&nbsp;
remembered when we move around the list.

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We will take this selection&nbsp;
and export it to Excel.

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The selected items are now in Excel.

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Thanks for watching. If you have any feedback,&nbsp;

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please email us at Sage200TechnicalAuthors@sage.com.

