Fields with a lookup window are indicated by a button. All fields with lookup windows have autofill capabilities. When a record is selected, additional information for the selected record may be displayed to the right of the field, depending on the data entry window.

Clicking the button or pressing Alt + Down-Arrow will display a lookup window for the associated field. Lookup windows are used to select a specific record. Every other row is lightly shaded making it easy to read across the row. The colors in lookup windows cannot be changed.

While in a lookup window, you can use the PgUp, PgDn, Up-Arrow, Down-Arrow, Home and End keys to scroll through existing records (provided focus is on the list portion of the window). Scroll bars can also be used to scroll through the list of records. The OK button or the Enter key is used to select a highlighted record, and the Cancel button or the ESC key can be used to close the window. Double-clicking can also be used to select a record and close the window.

Lookup windows can be repositioned and resized but must be closed before switching to any other Tabs3 task. The size and position of each lookup window is saved in the STI.INI file each time the lookup window is closed. Column widths in the lookup window can also be resized and are saved in the STI.INI file. To resize a column, move the mouse pointer between the desired column headings, then click and drag the right side of the column to the desired size. If a field's contents are not fully shown due to column width, you can hover over the field to display a tooltip with the full contents.

In most lookup windows, you can change the sorting order of the records by clicking a column heading. An ascending sort indicator will be shown in the column heading indicating the sorting order. Clicking the same column heading again will reverse the sort order and change the sort indicator to a descending sort indicator. In most instances, the secondary sort is entry order. For sorts that take longer to perform, a progress meter is displayed with the option to cancel the sorting request.

Incremental Searching Incremental searching capabilities are available in all lookup windows based on the sorted column. After typing a letter or number when a lookup window is displayed, a small incremental search window will open allowing you to type more characters. As each character is typed, the list advances to the first record in the sorted column that matches the characters entered. If records are sorted in ascending order, the highlighted record will appear at the top of the list. If records are sorted in descending order, the highlighted record will appear at the bottom of the list.

 

The following lookup windows have columns and other unique information:

Client Lookup

Contact Lookup

Fee Lookup

Cost Lookup

Payment Lookup

Client Funds Lookup

Location Lookup

Tcode Lookup

Billing Frequency Lookup

Email Template Lookup

Statement Template Lookup

Fee Recap Lookup

Statement Ledger Lookup

Statement Number Lookup

GL Account Lookup

Timekeeper Lookup

Undo Split Billing Lookup

Payment Ledger Lookup

 

Multiple Selection Lookup Window

If more than one record can be selected in a lookup window, the left-most column will show a for each selected record. Clicking on a row will select or clear the check mark. You can also right-click in the list to access options to Select All and Clear All records.

The following lookup windows allow you to select multiple records:

Select Billing Frequencies

Select Categories

Select Costs for Pre-Bill

Select Fees for Pre-Bill

Select Locations

Select Secure Users

Select Tcode

Select Timekeepers

Select Timekeeper Levels

 

See also:   List window