Navigation and Customizations

IDEAS Property Clerk Enterprise Main Menu

•	Access to all features of IDEAS Property Clerk Enterprise are available from the Main Menu.

•	All of the day-to-day operations of the software will occur within the Main Screen.

IDEAS Property Clerk Enterprise has many features that can be customized to meet either an organization's needs or an individual user's needs within the software.

Customized Drop-Down Lists

•	Most of the drop-down lists found within the software can be customized by updating the System Lookup Tables.

•	Details about adding, editing and deleting these options is available within the System Lookup Tables Document.

Powerful Grid Features

Most of the grids in Property Clerk Enterprise have the features listed below.

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Filter - The filter feature of the grid allows for the quick retrieval of data. On grids with the Filter feature available, click in the box below the column heading of the column that you want to filter data on. For example, if you want to filter all clients with the last name "Smith", click in the box below the column heading Last Name and type "Smith". Only those clients with "Smith" in their last name will display.

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Group By - Any grid with the Group By feature enabled allows you to group the list of data by columns of your choice. For example, if you wanted to display all clients on the Manage Property screen by their type, click and hold your left mouse button on the column heading Type in the client list. Next, drag the column into the box with the caption, "Drag a column header here to group by that column." You can also group data within a group. For example, if you wanted to group clients by their type and then within that, by their status, simply drag the column heading Type into the box with the caption, "Drag a column header here to group by that column", followed by the Status column heading.

•	Sorting - Most of the grids within Property Clerk Enterprise have sorting capabilities built in. To sort by a particular column, simply click on the column heading. For example, if you wanted to sort all Bills by the date they were posted, simply click on the Date column heading.

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Column Chooser - Some of the grids in Property Clerk Enterprise have the capability of hiding or displaying columns that you either want or do not want to see. To hide or display columns, click on the Click here to show Field Chooser button, located in the top right corner of the grid. Next, simply check or uncheck the columns to hide or display them.

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Saving a Grid Layout - Whenever you see a Save Grid Layout button

, you can save the way you have customized the layout of a grid. For example, if you have grouped the data by certain columns, or sorted the data a certain way, you can actually save the customization as a layout so that the next time you view the grid, it will display as you had customized it. These layouts are saved at a user level, so that each user that logs into Property Clerk Enterprise can customize the grids the way they desire to view the data.

View Options

From the Manage Property screen, you can choose from a list of view options to display data you would not normally want to view. These options are listed and explained below.

•	Show Inactive Properties - By default, all properties saved as "Inactive" will not display in the list of properties on the Manage Property screen. To display inactive properties as well, select this view option from the View Options menu on the Manage Property screen.

•	Show Former Clients - Any "former" clients that no longer occupy any of the units being managed in the software do not display in the main client list on the Manage Property screen. To display "former" clients, select this view option from the View Options menu on the Manage Property screen.

•	Show Voided Bills - Bills that have been voided do not display by default in the Bill history list on the Manage Property screen. To display voided bills, select this view option from the View Options menu on the Manage Property screen.

•	Show Paid Bills - Bills that have been paid do not display by default in the Bill history list on the Manage Property screen. To display paid bills, select this view option from the View Options menu on the Manage Property screen.

•	Show Voided Checks - Checks that have been voided do not display by default in the Check History on the Manage Property screen. To display voided checks, select this view option from the View Options menu on the Manage Property screen.