Viewing Data in Spreadsheet Format

The Spreadsheet View allows you to view multiple records in spreadsheet format. If you have a group set to limit the records viewed, the spreadsheet will display only those records in the group. You can view records in read-only search mode or in edit mode.

Click the Spreadsheet icon  or select View / Spreadsheet / and Read Only or Edit Mode. If you click the icon, the spreadsheet will be in Read Only mode. Read Only Mode

When you view the spreadsheet in Read Only mode, you can search for people within the list. Depending on the order, you can search for people by typing letters or numbers of the item.

·      Borrowers Database – Search by last name or telephone number by typing in letter or number.

·      Contacts Database – Search by company name, last name or telephone number.

Searching for a specific telephone number begins with the prefix, not the area code. For example, if the telephone number is (619) 536-2112, the search begins with 5.

Edit Mode

When you view data in edit mode, you can change data in any field displayed.

Caution: Be careful when changing data because there is no Undo feature and data is saved when you move to a different record.

If you edit a field that is selected from a list, for example the Status field, the new data may not display in the Status list. If this happens you need to add the item to the Status list and the data will appear.

Closing the Spreadsheet

There are three ways to close the spreadsheet screen. When you close the screen, the record highlighted will be displayed.

1.  Double click or press Enter on a record.

2.  Click the icon at the top upper left and select Close.

3.  Click the Close box at the top right side of the screen.