Clients grid

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Clients grid

 

The Clients grid screen lists clients in grid format.  This grid format makes it very easy to filter, group and sort for ease of selection, as well as access the client entry information.

 

Performance hint: If a company has for example 10000 clients in their AyaNova database, and the user removes the service bank totals columns for incidents, hours and currency from displaying in the Client grid, the performance returning the list of clients will be improved. This is irrelevant if you have a small number of clients.

 

Performance hint: If a company has for example 10000 clients in their AyaNova database, and you do use Banked Service  - just make sure none of these banked service related columns are the first four columns in the grid for sorting, and the performance returning the list of clients will be improved. This is irrelevant if you have a small number of clients.

 

 

Security Group internal object: Object.Client

 

Forbidden: User of that security group can not access the Clients grid and entry screen
 
Read Only: User can view the Clients grid and entry screen but can not edit it
 
Read/Write: User can access the Clients grid, view, create and edit

Read/Write/Delete: User can access the Clients grid, view, create and edit and delete

 

 

From the Clients grid you can:

Create a new client via the New... New1 menu option

 

Print reports on client data that is available from its entry screen and the Clients grid

Clientgrid8

 

Open up a Client entry screen of a client by clicking on the client listed in the Client column.

Clientgrid2

 

Open up other entry screens such as its Head Office, Dispatch Zones, Contract, Client Groups etc by clicking on the field under the columns to open up the corresponding entry screen.

clientgrid3

 

Create a new work order, quote or PM item for that client by right-clicking on the client name under the Client column; or list all workorders for this client; or create an AyaNovaLink to this client on your desktop or in a Wiki page

RightClickPMNew

 

Quickly view the last closed workorder for each client and that closed workorders service date.

Clientgrid4

 

Send an external email to a client by selecting the email address under the Email Address column to open up your default email program.

Clientgrid5

 

Open the web site of the client by clicking on the website address to automatically open up your web browser to that URL

 

View at a glance Bank Service balance for a client

Clientgrid6

 

Run either of the optional accounting programs QBI or PTI

 

Export the selected client records to a CSV file (or don't select any, and all will be exported to a CSV file)

Clientgrid7

 

 

See also:

Filtering a grid

Moving and sorting columns in a grid

Setting what columns display in a grid

How do I quickly find workorders for a client or a unit?