Viewing Requestor Records

This help file applies to an out-of-date version of MainBoss.
The most recent version of MainBoss is MainBoss 4.2.4.
For the latest version of this help file can be found here.

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You view requestors with Coding Definitions | Requests | Requestors. The window contains the following:

View section: Shows the list of current requestors.

Name: Click this heading to sort the list by name. Click again to reverse the order (from ascending to descending or vice versa).

Business Phone: Click this heading to sort the list by business phone number. Click again to reverse the order.

Mobile Phone: Click this heading to sort the list by mobile phone number. Click again to reverse the order.

Enable Filter: Lets you set up a filter to select which records should be shown in the table. For more information, see Table Filters.

Details section: Shows information from the selected record.

Requests section: Shows work requests submitted by the selected requestor.

Work Orders section: Shows work orders resulting from the selected requestor's requests.

New Requestor: Opens a window to create a new requestor record. Fields in the new record will either be blank or assigned default values (as specified in the Defaults for Requestor section).

Edit/View/Restore: This drop-down button offers several possible actions:

Edit: Opens an editor window to let you edit the selected record.

View: Opens an editor window where you can examine the selected record.

Restore: Restores a deleted record. This button is only active if the viewer is in All mode and if you've selected a deleted record. When you click Restore, MainBoss will open a window that lets you examine the contents of the deleted record. If you save the record and close the window, the record will be restored to the Active list.

Delete: Deletes the record that's currently selected.

Print: Opens a window to let you print your requestors. For more information, see Printing Requestor Records.

Refresh: Updates the list to reflect any recent changes.

Search: Lets you search through the list of records for a particular record. For more information, see Searching for a Particular Record. The Search button has an accompanying drop-down list containing the following:

Find Next: Uses the same search condition(s) as your most recent search and finds the next record in the table that matches the condition(s). If the search reaches the end of the table without finding a matching record, it goes to the start of the table and continues the search.

Find Previous: Same as Find Next except that it goes backward in the table. If the search reaches the start of the table without finding a matching record, it goes to the end of the table and continues the search.

Defaults for Requestor section: Shows any defaults to be used when creating new requestors.

Edit Defaults: Opens a window to let you change the current default values.

Refresh: Updates the list to reflect any recent changes.

For more information on requestors, see Requestors. For more information on creating or editing requestor records, see Editing Requestor Records. For general information on table viewers, see Using Table Viewers.

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