This layout lists the Company records that you have added to the current Campaign.
Running from the top to the bottom of this layout, left to right:
navigation bar (top)
The tabs at the top of this layout facilitate navigation to the Dashboard Summary layout, and the Categories, Projects, and Notes list layouts.
N.B. The Notes tab will appear only after you have added a note to the application.
?
Click this button to view the online help facility for the application.
exit
Click this button to close the application.
navigation bar (middle)
The tabs in the middle of this layout facilitate navigation to the Details, Notes, and Contacts lists for the current Campaign.
show all
Click this button to view every Company listed under the current Campaign.
Activating this button will clear the search string field.
After activation, the button will be replaced by the notification showing all.
enter search string here
The field preceded by a magnifying glass icon, containing the placeholder text enter search string here, facilitates a search across all Companies listed under the current Campaign.
Enter text here to return matching Company records on a find-as-you-type basis.
Fields that contain your search string will be highlighted.
calendar (icon)
Click this button to enter a record created/modified date in the search string field.
After you click this button, a drop-down calendar will appear below the icon.
Select a date from this calendar to find records created/modified on that date.
X (icon)
Click this button to clear the search string field, and view every Company listed under the current Campaign.
tagged
Tags enable you to isolate individual records in the current list.
Click this toggle button to view records that you have tagged.
Click it again to view records that you have not tagged.
record found bar
The record found bar shows the records found count out of the total number of records available under the current heading.
add
Click this button to add a new Company to the current Campaign.
After you click this button, a window will pop-up listing available Companies.
This list is made up of the Company records that you added to the application under the >> dashboard >> companies heading.
add [single]
Click this button to add the current Company to the current Campaign.
all
Click this button to add all of the Companies listed to the current Campaign.
done
Click this button to close the add Companies window.
→ ← (icon)
Click this toggle button to view the Company field only.
Click it again to view every field for each Company.
tag
Tags enable you to isolate individual records in the current list.
Click this toggle button to tag every record currently listed.
Click it again to remove tags from every record currently listed.
dustbin (icon)
Click this button to remove all of the Companies, their Contacts, and accompanying Notes that you have added to the current Campaign.
This process is irreversible.
field labels
Click the label above a field to sort records by that field in alphanumeric order.
Click the label again to sort records by that field in reverse alphanumeric order.
To remove the temporary sort on a field, hold down the shift key and click the relevant field label.
>
Click the button with the arrow on it to view full details for that Company.
cursor
Position your cursor over a text field to view the full contents of that field as a pop-up hint.
tagged
Tags enable you to isolate individual records in the current list.
Click this toggle button to tag the current record.
Click it again to remove the tag from the current record.
dustbin (icon)
Click this button to remove the current Company, its Contacts, and accompanying Notes from the Campaign.
This process is irreversible.