At the bottom of many Vision screens, you'll find a listing of data. For example, the Home Page screen has My Follow-up queue, a listing of follow-up activities. The bottom of the Product screen on the Customer Service tab has a listing of products that meet the search criteria you have selected. And on the Recent Transactions screen of the Customer Service tab, you'll find a log of recent transactions. Following are guidelines to help you work with the listings in Vision.
When you sort a listing, Vision rearranges rows according to the contents of a column you choose.
Click the column heading of the column you would like to sort by. Vision rearranges the rows so that they are sorted in ascending order according to the contents in that column.
Click the column heading again if you would like to sort the items in descending order.
You can customize a listing so that its columns are arranged in a particular order.
Drag a column heading to a new position in the row of column headings.
At times, some of the data in a listing may be hidden because the column is too narrow. You may want to change column widths to make some wider and some narrower.
Move the mouse
over the vertical column heading line of the column that you would
like to widen or narrow. The cursor will change to a vertical line
and two arrows (
).
Click and hold down the left mouse button.
While still holding the mouse button, drag the vertical line to the left to make the column narrower or to the right to make it wider.
Release the
mouse button.
Many of the listings in Vision have functions that are available if you right-click one of its rows. For example, if you right-click a row in the log on the Recent Transactions screen of the Customer Service tab, a shortcut menu appears. Select one of the options from the shortcut menu.