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Button

Description

Find
For information on locating records using the Find icon, seeĀ Filtering and Sorting DataLocating a Record Using Find.

Delete
Select an appointment and then select to delete the appointment.

Clear Filter
Select to clear the current search results filters.

Refresh
Reloads the results from the database.

Export
Select to export all data or selected rows to an Excel spreadsheet. For information on exporting data, see Exporting Find data.

Column Tool
Use the Column Tool to select fields to display from a list of available columns. Mark to display the checkbox, unmark the checkbox to hide.

Using the Context-Sensitive Menus

Context-sensitive menus are available by right-clicking on any of the search results. The options you may see depend on the Find Type and the status of the results. For example, View on Calendar is only available if the appointment is currently on the Schedule Board.

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