What's the best way to find and sort Records in EventPro?

Many of EventPro's records are contained in Selection Grids - a table of columns and rows listing a variety of related records.

If you are viewing all records in the selection grid, you can re-arrange the grid and re-sort the records to make it easier to find one record.

You can alter the horizontal positions of the columns by clicking and holding down the left mouse button on a column header, dragging the header horizontally to the right or left and releasing the mouse button to drop the column in the new position.

You can alter the sort order of the records by clicking on the column header by which you want to sort records (e.g. Last Name, Company Name, etc.). The red arrow in the column header indicates the sort direction. Click on the header a second time to reverse the order of the records. To sort by more than one column header, click on the header you want to sort by first. Then, hold down the Ctrl key while selecting the additional headings in the order by which you want the records sorted.

To return to the default column order and sizes, click the small empty cell to the left of the title row and select Reset Grid Customization.

If you are searching in a "Find" window, ensure that you are searching by the correct search term and that any relevant checkboxes are selected in the Find window.

If that still does not work, you may not be searching under the correct column header in the selection grid. Look for the small RED ARROW that appears in one of the column headers. EventPro will search for records containing your search term in the column marked by the red arrow.

For example, if you want to search for a contact by Last Name in the Find Company/Contact window, click on the Last Name column header and enter your search term in the Search For field. Matching records – i.e. contacts with last names that contain your search term – will appear.

For more information, see the User Manual at Introduction to EventPro, Common Functions: Selection Grids, Sorting Lists and Finding a Record.

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