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Display different views of lists

For many lists, you can set up a list entry with a subentry. For example, in the Chart of Accounts, you can have accounts with subaccounts, or in the Item List, you can have items with subitems.

Lists that have subentries can be viewed in hierarchical view (all subentries are indented) or in flat view (all entries are at the same level). The different views are available for these lists only: Chart of Accounts, Items, Customers & Jobs, Customer Type, Vendor Type, and Job Type. By default, the hierarchical view is displayed when you first display one of these lists.

To see all list entries at the same level

  1. Display the list that you want.

    Display the list you want.
  2. For the Customers & Jobs list, right-click and choose Flat View. For other lists, click the list name menu button at the bottom of the list and choose Flat View.

You can sort the list while it is flattened. In the flat view, the sort is absolute. That is, the sort does not take into account the level or type of the entries. This is useful, for example, for sorting all jobs by estimate total, regardless of customer.

To see the list with indented subentries

  1. Display the list that you want.

    Display the list you want.
  2. For the Customers & Jobs list, right-click and choose Hierarchical View. For other lists, click the list name menu button at the bottom of the list and choose Hierarchical View.

The list is displayed with all its subentries so that you can easily see the entry/subentry structure. Sorting on the hierarchical view does not change the entry/subentry hierarchy. The list is first sorted by top-level entry. Within each entry, the list is then sorted by subentry.

See also

KB ID# H_LIST_TASK_LIST_DISPLAY_DIFFERENT_VIEWS
12/4/2016 12:15:05 AM
QYPPRDQBKSWS09 9138 Pro 2017 c06eb5