Lists

Every list screen behaves the same way, so the habits learned on one carry to all of them.

Tabs

Tabs across the top of a list are saved views of the same data — Open, Completed, Cancelled, All on sales orders; Invoices, Cancellations, All on invoices.

A tab narrows the list without discarding filters. Switching tabs never clears what has been typed or chosen, so a filter can be set once and carried across tabs.

Filters

Add filter opens the list of fields that can be filtered. The fields are searched by name, so a long list is reached by typing rather than scrolling.

A filter on a reference field — a customer, a product, a location — searches that record’s own list to pick a value.

Show archived is a filter like any other. Without it, archived records are absent from lists and pickers.

Removing a filter widens the result: it includes every value again rather than selecting the empty one.

Paging

Lists page rather than scrolling endlessly. The footer holds first, previous and next page, the rows-per-page control, and the range being shown.

A page boundary never changes a summary quantity above the table. The summary counts everything the filters select, not what happens to be on screen.

Changes made elsewhere

A list stays current while it is open. A record someone else creates, edits or archives shows up without reloading the page. Initials in a circle, next to the first column, mark a record someone is editing right now — see Editing at the same time.

Opening a record

Clicking a row opens the record. A reference shown on a form opens in a new browser tab, so the record being edited is not lost.

When a list is empty

• No results — nothing matches, and nothing has been filtered.
• No matches. Clear the filter to see all rows. — the filter is what is hiding them.

Drafts never appear in any list, whatever the filters say. A draft is reached by its own link — see Drafts and releasing.