Navigation:  Using AdaptAccounts > List maintenance example   List maintenance

Throughout AdaptAccounts there are many occasions where we want to use only a subset of the records in a table.

 

For example, assume we have 8500 Customer records in our Customer table but we only wish to work with some subset of these for some purpose - such as just those Customers in California whose Terms are C.O.D. plus some other Customers chosen for other reasons. This subset of Customers is referred to as our Customer List.

 

Lists are supported for a number of tables and are supported on a per User and per Company basis. For example, assuming we have three Companies then each User would have a separate Customer List for each of those Companies.

 

Lists are used by many report tasks to restrict the records selected. On those forms the term "All" means all the records in the table and "Selected" means only those that are in the corresponding List.

 

The List maintenance form is the same for all list tables - only the tables change.

While using a List Maintenance form, you are always viewing the table, such as the Customer table in the next example. The "Selected" field indicates whether the record is in the List - True means it is and blank means it is not.