User's Manual - Drake Software

Drake Software User’s Manual
Searching, Updating, and Filtering, and Viewing
Figure 9-3: Column Layout tab
• To add a column, select an item in the left pane and click Select to move it to
the right pane. To add all items, click Select All.
• To remove a column, select an item in the right pane and click Remove to
move it to the left pane. To remove all items, click Remove All.
• To change the column order, drag items up or down the list in the right pane.
• To reset columns to the default view, click Reset.
2. Click OK to save your changes.
Other Ways to Customize the Display
Other ways to customize the column display are listed below:
• Sort — Click a column header to sort records in ascending or descending order.
• Adjust widths — Drag the edge of a column to the desired width.
• Size to fit — Double-click a column header’s right border.
• Change column order — Click and hold a column header, drag it left or right,
and release to reposition the column. (This new order is saved upon exit and is
automatically updated in the Customize Display dialog box (Figure 9-3)).
Searching, Updating, and Filtering, and Viewing
Searching the CSM
The following tools will help you find and use data stored within the CSM.
To find a return in the CSM, click Search, or press CTRL+F to open the Find Client
Record text box. As you type the client name or ID, the CSM searches for and highlights
the matching record. Click Close to exit.
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