The navigation and filter options sit on top of each other on the left-hand side of the screen, these are quick searches and are used to access data quickly as well as being used within forms to provide results for entries into the form.
| The Navigation and Filter Options panel sit on top of each other in the application. Click on the tab buttons at the bottom of each Tab to show it. You will use these two panels often so it is important to take the time to understand how to use them. |
 | On the Navigation Panel, simply double click on the category that you want to look at, the panel will switch to the Filter Options Panel and will show you all the options that are currently available to filter for in your chosen category. In the Filter Options Panel example, you can see the options for Pre Advices. Some of the fields will require you to type in values to filter by. If you don't have the full value, you can search for any matching value starting with the information you entered then adding an asterix * to the end. Other fields allow to choose from a set of options. (For example: 'Cancelled?' you would choose True to see only those that are cancelled, False to show only those that are not, or select the blank option to see both). |
 | Click the Search button once you have completed your Filter Options. If only one record is found, the application will automatically open up that record on the screen. |
 | If multiple records are found, or a default window to display the details of your category does not exist, they will be displayed in the Results Panel at the bottom of the screen. On the top left of the Results Panel, you will see the title showing you which category you are currently viewing. You will also see the Results Panel and the Navigation Panel when you search for existing information to fill in data on windows that you are working on. If you are using this panel to select the data for a window you are working on, double clicking on a row will bring up a window containing more detailed information. |