for service based businesses

The filter page can be used to streamline the process of entering multiple new records by removing the need to re-enter the same data. If the new records to be added share some of the same information with records you've already entered, the filter can be used to pre-insert that data on the New Records form. At the bottom of the filter page there is a radio button labeled 'Pre-insert these selections into a form for _____ number of records' that allows you to do this.
Follow these steps:
  • Click the filter icon on the main toolbar.
  • Use the dropdown boxes to select the data that matches the new records. (Example: You have a field labeled CITY, you are entering new records with CITY = BOSTON, the dropdown shows: TRENTON -> BOSTON -> AUSTIN. You have a match, so select BOSTON.) If there is no match, skip that field.
  • Select the radio button marked 'Pre-insert these selections into a form for __ new records (Enter the number of new records you'd like to add in the blank).
  • Click 'SUBMIT' at the bottom of the page.
  • You are returned a form with the criteria you've just entered pre-inserted.
  • Enter the number of New Records you are adding.
  • Fill in the missing data for each record.
  • Click 'SUBMIT' at the bottom of the page.
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