How do I change the default DataGrid filter setting?
RecTrac 3.1.10.16.01
Table of Contents
Problem
I want to change the DataGrid search filter default from Begins With to Contains in Global Sales for Service Item Codes so that the front desk clerks can search more efficiently. Where can I make this change?
Solution
This is going to be a screen design change. It will vary depending on which module in Global Sales you want to change the filter for. In this example
Steps For Solution
- In RecTrac, go to Processing Screen Management.
- Select Global Sales Area 1 from the DataGrid.
- Click Change.
- Use this path on the Fields On Screen column: POS Service > GlobalSalesArea1> Service Items.
- Highlight Service Item Code from the list.
- Click Advanced Field Parameters.
- Set Filter Option Default to Contains.
- Click Save to save the parameters.
- Click Done to save the screen.
Next time staff access this DataGrid the default will now be set to “contains.”