Applies to: Version 5.0
PastPerfect 5.0 allows you to customize the fields to display when viewing contact record search results.
- From the Main Menu, click the “Setup” button, and then click “Query Fields”.
- Select the “Contacts” radio button in the Table section of the Sidebar.
- In the bottom portion of the Sidebar, click on the “Change Query Results Field List” button.
- By default, PastPerfect uses the first two columns in the Query Results screen for ID# and Name & Title. To select the next field to display on the Query Results screen, use the drop-down list next to Field 3 and select the next field you want to display. For example: Last Name, First Name, or Zip Code.
- For the remainder of the fields available, select fields that you want to display and that you want to sort your records by on the Search Results screen. You do not have to use all 14 fields, just the fields that you need.
- If you want to rename the field column headers, edit the name listed in the Header Caption field. This is optional, but may be useful for Custom Fields or to abbreviate field names.
- Once you are finished, click the “Exit & Save” button. Then click the “Exit” button to return to the Main Menu.
- The next time you run a query or create a Contact List, your search results will display with your selected fields. If you decide to sort your records by one of the fields, simply click on the column header name.
Please note that if you are using PastPerfect Security, each user will need to set up their individual query results field lists.