List View

 

The  button (available from the right-side bar) is a way to manage your next "to-do actions" and also to see any set of records in a list form.

 

This is another way to interface with the calendar (for more information, see the Calendar section).

 

To view the actions pending, choose and then a date. To set an action, click and choose a date.

 

You can then type something into the "MEMO" field if you want.

 

At the button of the screen you have a set of tabs that interacts with the records in the list, either displaying more information about the records like related emails and invoices or used to further filter and sort the database,  like the Groups Tab.

 

When you click on the button in every line, you omit that record from the list momentarily but it is NOT deleted.

 

Also you have a User-Selectable-Fields list by clicking on the button.

 

Just select the fields you want to display and they will show automatically in your list.

 

To print lists go to reports where you have 3 different reports for User-Selectable-Fields