Navigating the Register Screen

            There are a number of ways to navigate the register table. (See: Registration Data for more information).

            By default when the Register screen is opened the date range is set to 'today', the registrations shown are all those that have occurred 'today'.

            1. To set the date range, set the 'From' and 'To' dates by clicking the date drop down box. Once a date has been selected the screen refreshes with the new date range. The current selection criteria is shown in the title bar.
             


            2. Within the date range the registration records can be filtered 'By Person', 'By Company' or by 'By Meeting With'. To apply the 'By Person' filter. Click on 'By Name' to drop down the list A to Z. Clicking on a letter will then show all visitors/contacts/contractors whose name (first, last name) begins with this letter.




            Note: The title bar of the screen shows the filter used to show the registration records.
            Note: the character '...' shows all first not start with a character A to Z

            3. To apply the 'By Company' filter. Click on 'By Company' to drop down the list A to Z. Clicking on a letter will then show all visitors/contacts/contractors whose company begins with this letter. (See 2. above)

            4. To apply the 'By Meeting With' filter. Click on 'By Meeting With' to drop down the list A to Z. Clicking on a letter will then show all visitors/contacts/contractors who met with the staff members whose name begins with this letter. (See 2. above)
            Updated: 13 Nov 2018 06:18 AM
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