Lumary WFM - This article explains how to navigate a list view to find your records.
The list views in this article are based on a typical Lumary implementation. They may be different if the organisation you work for has customised your version of Lumary.
When you first click on a tab and navigate to some parts of the system, you'll see a list view of the records in that section. The example in this article is from the Contacts section. Knowing your way around a list view will help you find what you're looking for and avoid creating duplicate records.
Let's take a closer look at the main parts of the layout of a list view. These are summarised in the table below the image.
| Part | Purpose |
|---|---|
| List view filter | Select a filter to display more or fewer records. |
| Name | Click on a record's name to open the record. |
| New | Click on the New button to create a new record in this part of the system. |
| Search this list... | Search only the currently displayed list. |
| Sort | Click on column headings to sort the list in ascending or descending order. |
A key part of the list view is the Select a List View filter at the top of the page. By default, this is usually set to show the Recently Viewed list. If you're logging in for the first time, you might not see any records. Options under this list will allow you to see all of a particular type of record. For example, under Contacts, you could list all clients, providers or workers. You could also select All Contacts to see all of the records in this section. |
When your list view includes a lot of records, you can use the Search this list ... field to reduce the number of options. This search is restricted to the records in your current list. You can also click on the headings at the top of each column to sort the list. Once you've found your record, you can open it by clicking on the record's name.
To avoid creating duplicates, make sure that you've conducted a thorough search before clicking on the New button to create a new record.