Adjust View
Accountants Enterprise only
This window allows you to define what is displayed in the Contacts Browser.
There are two areas of definition; columns and filters.
Columns
The column headings that are ticked will be displayed on the contact browser.
The column headings that may be used in the contact browser are:
Contact code
Date of birth
Surname
Alpha
Status
Occupation
Contact type
Salutation
Full name
Alternative code
Given name
Filters:
Tick the types of contacts to be shown on the contacts browser. This lists the contact types that may be included/excluded:
Clients
Prospects
Creditors
Other
Both Client and Creditor
Edited
Employees
Terminated
Tick those types that you wish to see or tick All types.
To save all changes to this window, select the OK button.