Entities List View

The Entities list view lists all the entities, in a grid or in a tree that shows their hierarchy. For the types of entity and how they nest, see Entity Types.

Entities List View in tree view, showing entities in a hierarchy — Entities List View: Tree View

Buttons Explained

Button	Description
View	Generates a list of entities.
Arrow on View button: Reset Data Filter	Resets the selected filters.
Tree View / Grid View	Applies to Entities view. Toggles between viewing entities as a grid (Grid View) or an indented list (Tree View).
+ –	Expands or collapses the tree view.
New	Entity View: Creates an entity of the type selected from the dropdown list. The type cannot be changed afterwards. Staff View: Creates a staff member (a person with the Staff attribute set).
Actions	Lets you change multiple records, selected with their checkboxes. Entities View: Batch Update: Sets or clears the Inventory Account of the selected stock locations at once (see Entities Edit View, Accounting tab). Select the locations with the checkboxes in grid view, or with Ctrl + left-click or Shift + left-click in tree view. Other entity types are skipped. Also available when you right-click an entity, in grid view and tree view. Staff View: Batch Update: Updates the selected field to the value selected or entered in the adjacent field, once Update (button) is clicked and confirmed. Yes/No fields are updated with a checkbox. Status Sales Rep Project Resource Timekeeping Resource Position Hourly Cost A batch update needs the Batch Updates user setting.
Output	Export: Exports the list in .xlsx, .htm or .csv format.
Menu	Views Entities: Changes the view to display a list of entities. Staff: Changes the view to display a list of staff. Settings Edit User Access: Sets the User Access for entities. Edit Statuses (Entities): Create or edit Statuses for entities. Edit Statuses (Assets): Create or edit Statuses for assets. Edit Positions: Create or edit staff Positions. Layout

Filters Explained

Filter	Description
Date	Selects a date option (e.g. No Date, This Week).
Arrows	Adjusts the dates in the direction of the arrow.
Date Fields	Lets you further refine the dates.
Created	A radio button. If selected, filters the records to show entities created on the specified date.
Updated	A radio button. If selected, filters the records to show entities updated on the specified date.
Type	Select All or a specific Entity Type.
Status	Checkboxes for the main Status Groups that limit the display to the checked statuses. If none of the boxes are checked, all the records appear.

Fields Explained: Entities

Field	Description
Field Chooser (*)	Add or remove columns.
ID	The system-generated number for the entry.
Parent ID	The system-generated number for the parent. Tree view only.
Status	The status of the entry.
Parent	The parent entity. Grid view only.
Type	The type of entity.
Order ID	A system-generated number for the entity.
Name	The name of the entity.
Code	The abbreviation of the entity’s name (code).
Cost Centres	The entity’s linked Cost Centres. Grid view only.
Inventory Account	The stock location’s Inventory Account (see Entities Edit View, Accounting tab). Grid view only.
Monthly Cost	The fixed monthly cost. Grid view only.
Weeks	The number of work weeks in a year. Grid view only.
Hrs/Week	The number of hours worked in a week. Grid view only.
Rate	The hourly rate. Grid view only.
Created	The date on which the entity was created.
Updated	The date on which the entity was updated.
Updated By	The user who updated the entity.
	A submenu (also opened by right-clicking the entry) with these options: View/Edit Note & Attachments: Create, view and edit notes and attachments. Edit: Edits the record. Delete: Deletes the record under certain circumstances. Move Up: Moves the record one row up. Move Down: Moves the record one row down. Grid view only.

Fields Explained: Staff View

The Staff view lists the contacts that have the Staff attribute set. The view uses the Staff attributes only: for a contact that is both staff and a customer or supplier, the Status and Sales Rep come from the Staff attributes, not the Customer or Supplier attributes.

Staff view listing each staff member’s status, name, known-as name, position, Sales Rep, Project Resource and Timekeeping Resource checkboxes, and hourly cost — Entities: Staff View

Field	Description
Field Chooser (*)	Add or remove columns.
ID	A system-generated number for the entry.
Status	The staff member’s status in the Staff attribute set: Pending Active Cancelled
Name	The staff member’s name and surname.
Known As	The name by which the person is known.
ID No	The staff member’s identity number.
Title	The staff member’s title (e.g. Mr, Dr, Ms).
Forenames	The first name of the staff member.
Surname	The surname of the staff member.
Telephone	The staff member’s telephone number.
Mobile	The staff member’s mobile number.
Email	The staff member’s email address.
Website	The staff member’s website.
Position	The staff member’s Position.
Sales Rep	Whether the staff member appears on the sales rep dropdown lists. A customer is not added to the Sales Rep lists (for example, Customer Sales Rep and Budget tiers) only because its Customer Sales Rep attribute is set.
Project Resource	Whether projects can be allocated to the staff member.
Timekeeping Resource	Whether the staff member can log time.
Hourly Cost	The staff member’s hourly cost.
Created	The date on which the entry was created.
Updated	The date on which the entry was updated.
Updated By	The user who updated the entry.
	A submenu (also opened by right-clicking the entry) with these options: Edit: Edits the staff member’s contact record. Delete: Deletes the record.

Entities List View

Buttons Explained#

Filters Explained#

Fields Explained: Entities#

Fields Explained: Staff View#

Buttons Explained

Filters Explained

Fields Explained: Entities

Fields Explained: Staff View