Exact Globe+

Selecting classification

Description

This screen is displayed once the Browse icon in the Classifications box is clicked.

Note: It is possible that not all columns in this example are displayed. You can add or delete columns as required. For detailed instructions on how to customize displayed columns, see Inserting and deleting columns.

Search

Click Search to search for the classification based on the defined criteria.

Clear

Click Clear to clear the defined criteria.

Rows

Type the number of rows to be displayed for each page. If you have set the default number of rows to 10, then 10 rows will be displayed. Therefore, if you have more than 10 rows listed, the Previous and Next buttons become available.

Previous

Click Previous to return to the previous page.

Next

Click Next to go to the next page.

Filter

Select the required option to filter the classification that starts with or contains a certain letter or word.

Classification

Type a full or partial classification code to display the classification that matches the entered code. The code is based on the Code defined at the classification maintenance (go to System/General/CRM/Classifications, select the relevant classification, and click Open).

Description

Type a full or partial description to display the classification that matches the entered description. The description of the classification is the Description defined at the classification maintenance (go to System/General/CRM/Classifications, select the relevant classification, and click Open).

Buttons

Select

Click Select to select the selected classification.

Note: The Select button is enabled only if a classification is selected.

Open

Click Open to view and edit the details of the selected classification created at the classification maintenance (go to System/General/CRM/Classifications, select the relevant classification, and click Open).

Note: The Open button is enabled only if a classification is selected.

New

Click New to create a classification. For detailed instructions on how to create and edit classifications, see Creating and maintaining classifications.

Close

Click Close to exit.