Indexes are included in List windows and the Statement Manager to optimize sorting by the most commonly used columns for those files. These indexes cannot be modified or deleted. Because index information is stored in the data files, sorting is instantaneous. Indexes can be used to sort records in a QuickView and to accelerate column sorting. Each index can optionally sort records in the list based on up to four fields in the file. Available indexes depend on which window is open.

Clients List

Client (CLIENT_ID)

Name Search (ALPHA_SEARCH, CLIENT_ID)

Primary Tkpr/Client (PRIM_TKPR, CLIENT_ID)

Secondary Tkpr/Client (SEC_TKPR, CLIENT_ID)

Originating Tkpr/Client (ORIG_TKPR, CLIENT_ID)

Name (NAME, SECURE_CLIENT, CLIENT_ID)

Contact (CONTACT, SECURE_CLIENT, CLIENT_ID)

Inactive/Client (INACTIVE, CLIENT_ID)

Inactive/AltSearch/Client (INACTIVE, ALPHA_SEARCH, CLIENT_ID)

Work Description (DESC, CLIENT_ID)

 

Contacts List

Contact ID (RP_KEY)

Organization (ORGANIZATION, Entry Order)

Portal Email (PORTAL_EMAIL, Entry Order)

 

Client Funds List

Client/RefNo (CLIENT_ID, REFERENCE_NUMBER)

Date (DATE, Entry Order)

Date/Type (DATE, RECORD_TYPE, Entry Order)

Type (RECORD_TYPE, Entry Order)

User (USER_ID, Entry Order)

 

Fees List

Client/RefNo (CLIENT_ID, REF_NUM)

Tkpr/Date (TIMEKEEPER, DATE, Entry Order)

Date/Tkpr/SeqNo (DATE, TIMEKEEPER, Entry Order)

Tcode (TCODE, CLIENT_ID, Entry Order)

 

Costs List

Client/RefNo (CLIENT_ID, REF_NUM)

Tkpr/Date (TIMEKEEPER, DATE, Entry Order)

Date/Tkpr/SeqNo (DATE, TIMEKEEPER, Entry Order)

Tcode (TCODE, CLIENT_ID, Entry Order)

Cost Type (EXPENSE_ADVANCE, CLIENT_ID, Entry Order)

 

Payments List

Client/RefNo (CLIENT_ID, REF_NUM)

Date (DATE, Entry Order)

User (USER_ID, Entry Order)

Amount (AMOUNT, CLIENT_ID, Entry Order)

Client/Check # (CLIENT_ID, GL_CHECK_NUM, Entry Order)

Tcode/Entry Order (TCODE, Entry Order)

 

Statement Manager  

Type/Date (RECORD_TYPE, DATE, Entry Order)

Amount Due (RECORD_TYPE, TOTAL_BALANCE, DATE, CLIENT_ID, Entry Order)

Amount Billed (RECORD_TYPE, TOTAL_AMOUNT, DATE, CLIENT_ID, Entry Order)

Advances Due (RECORD_TYPE, ADVANCE_BALANCE, DATE, CLIENT_ID, Entry Order)

Client ID (RECORD_TYPE, CLIENT_ID, DATE, Entry Order)

Statement # (RECORD_TYPE, STATEMENT_NUMBER, Entry Order)

 

Write Offs List

Type/Date (RECORD_TYPE, DATE, Entry Order)

Client ID (RECORD_TYPE, CLIENT_ID, DATE, Entry Order)

Note: Permanent indexes are preconfigured and cannot be added, changed, or deleted. Because index information for permanent indexes is stored in the data files, sorting is instantaneous and therefore is always faster than temporary indexes.

Note: The "Client" and “Timekeeper” terminology used in indexes can be changed in Customization. This terminology is used on all menus, windows, and reports. However, the labels "Client" and “Timekeeper” are used in all documentation.

See also:   Index Overview
  Knowledge Base Article R11487 - Working with Indexes, Filters, and QuickViews