Producer Help - Record Lookup

The simplest way of adding the correct record details to the card is to use the Data Record View that is displayed at the left-hand side of the main window. You can use the scroll bar to scroll through the list to find the correct record and then select it by clicking. The Data Record View may be sorted in various ways and is not necessarily alphabetical. You must take this into account when searching for a record.

In the Data Record View in the main interface of CardExchange® Producer, you see all the records presented that are available in your database. When you make a database connection, in the name list page you select the columns that are shown in the Data Record View. You can find everything about making database connections in the "Using Databases" section of this Help file.

Record Sorting

The Data Record View is a so-called data grid showing all your available database records divided by columns. Sorting the records is just as simple as clicking on the column.

Record Look Up

It is very simple to search for records inside the Data Record Overview. Enter the text that you want to search for in the text box directly above the columns. The text you enter always applies to the first column in the Data Record View. If you want to look up records from the Lastname column, you have to drag the column to the front.

Loaded Record Information

In the footer of the Data Record View, the total amount of loaded records is shown.

You will notice that this method becomes less attractive if the list is very long and that you need a more directed manner of finding the correct data. The following alternative find methods are available:

• Finding names using the Find section in the Data tab,
• Finding names using the Keyboard
• Finding names using the Database Filters

The first two methods will be explained in the following sections. For an explanation of the database filters, please refer to the section Filters of this Help file.