Using the Display Window Context Menu

Menu

Description

New Record

Opens New Record form for the view's service.

Open Record

Opens the selected record.

Delete

Deletes the selected record.

Merge Records

Displays Aptify Merging Tool dialog box to aid in duplicate data management. This tool is available only with appropriate entity permissions.

Add To List

Adds this record to a list.

Report Wizard

Activates the Report wizard in order to select a report to be printed.

Print Record

Prints the selected record.

Print View

Prints the view open in the Display Window. This option is reserved for future use. To print a view, use the File > Print menu option.

Messaging

Opens the Aptify Messaging dialog.

Record History

Displays a history of modifications made to the selected record.

Object Viewer

An alternative way of accessing data within records. This feature is available only with appropriate entity permissions and should be used with caution as it completely bypasses any business logic set up for that service, which could result in a risk to data integrity if users do not fully understand the system.

Refresh

Reruns the view and retrieves up-to-the-second information from the database.

View Properties

Opens the View Properties dialog box for viewing or editing.

Clear Record Selection

Removes highlight from all records so that no records in the view are selected.

Select All

Selects all records that appear on-screen within the view.

Sent To

Sends a link to a system record as an email attachment. The feature is only available for list views. See Sending a Record Link as an Email Attachment.

Find in [Column Name]

Opens the Find in Column dialog to search within the selected column. See Search Using Find in Column Dialog.

Find Again in [Column Name]

Searches for the next record in the column that matches the search term you entered in the Find in Column dialog.