Working with lists

Most screens in GeoCRM are registers: searchable, sortable tables of one record type. The client register, project register, job register, docket register and so on all behave the same way, so it is worth learning the controls once.

Searching

Every register has a search box above the table, and each one tells you what it searches. For example the docket register searches docket, project, job, client, invoice or address. Search filters the table as you type.

This search is scoped to the register you're in. To search across all record types, use the global search instead (⌘K).

Sorting

Click any column header with the up/down arrows beside it to sort by that column. Click again to reverse the order.

Showing and hiding columns

The Columns button opens a list of every available column with a checkbox. Untick a column to hide it. This is useful on narrow screens, or when you want to focus on a few fields.

Filters

Most registers have one or more dropdown filters next to the search box. What they filter depends on the register:

• Clients — All clients
• Equipment — All categories, All statuses
• Dockets — All workflow states, All reporting states
• Work requests — All states
• Ground logs — All log types, All field states
• Calculations — All calculation types, All statuses

Filters combine with search, so you can narrow by state and then search within it.

Selecting rows

Each row has a checkbox on the left, and the header has a select-all checkbox. Use these to act on several records at once.

Pagination

At the bottom of longer registers you'll find:

• Showing 1–2 of 2 — how many records you're looking at
• Rows per page — 10, 25, 50 or 100
• Previous and Next — move between pages

Opening a record

Click anywhere on a row to open it. Some registers open a full page (projects, calculations), others slide a detail panel in from the right (jobs, dockets, work requests). Registers with a Manage button — team members and equipment — open an edit dialog instead.