13. Basic Search Search: ge But… This search returned some results that aren’t the company ‘GE’.
14. Basic Search Search: ge -gerhard Note that including a negative keyword (“ -gerhard ”) eliminated the search results that weren’t GE the company.
15. Basic Search Search: customer_company=ge Note: Restricting the search to the Customer Company field (“customer_company”) and setting it equal to GE ensures that we’ll only receive search results for the company GE.
16. Basic Search Search: customer_company=ge “august 2009” Note: Further restricting the previous search to show only the phrase match “august 2009” ensures that we see only GE results related to August 2009.
17. Basic Search Search: customer_company=ge date_shipped:(none) Note: Further restricting the search to show records where the ‘Date Shipped’ field is blank shows that Order Number 19 hasn’t shipped yet.
18. Basic Search We can “act on” the search results simply by clicking the ‘Date Shipped’ cell and setting a date. This click-to-edit feature is available at any time in TrackVia.
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20. Basic Search Now we’ll show how you can make batch changes to records by selecting the checkbox next to each record. Search: at&t
21. Basic Search Select the checkboxes for these records (can ‘select all’ through the top checkbox). Note that ‘continue’ buttons appear, enabling you to “act on” these records.
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23. Basic Search We’ll choose to change the value of the ‘Status’ field to ‘Completed’.
24. Basic Search Looking at one of the orders we just changed, you’ll notice that TrackVia automatically added a change note.
25. Views ‘ Views’ are an important concept in TrackVia. Views are “frameworks” that you may define so that you can “slice and dice” the records in your database into logically grouped subsets. For example, in a database of 10,000 customer orders, you need an easy way to find all orders that were placed yesterday. You would accomplish that with a view. It’s important to contrast Views with Reports. Reports provide a snapshot in time, whereas views are dynamic in that records will join and leave the views as the records are updated.
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30. Views Here’s how the resulting view looks after we’ve added the filters.
31. Views ‘ Views’ are an important concept in TrackVia. Views are “frameworks” that you may define so that you can “slice and dice” the records in your database into logically grouped subsets. For example, in a database of 10,000 customer orders, you need an easy way to find all orders that were placed yesterday. You would accomplish that with a view. It’s important to contrast Views with Reports. Reports provide a snapshot in time, whereas views are dynamic in that records will join and leave the views as the records are updated.
32. Views Here’s how the resulting view looks after we’ve added the filters. Next, we’ll add a field to the view, and adjust the field’s display format.
33. Views We’ve added the ‘Date Shipped’ field to the view, and dragged it over to be the first field in the view.
34. Views Here’s how the resulting view looks with the ‘Date Shipped’ field added.
35. Views Now, we’ll adjust the formatting of the ‘Date Shipped’ is displayed so that only the day of the week and the month/day are shown in this view.
36. Views Here’s how the resulting view looks with the ‘Date Shipped’ field re-formatted.
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38. Views Here’s a partial view of how the view looks in statistics format.
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