Task buttons: switching windows fast

Task buttons make it convenient for you to switch from one open window to another in YOURFunction. Every time you open your mail, a database, or a document, you create a new task button that shows up right beneath the menus in YOURFunction. All your active tasks are just a click away.

Tips

• Close a task by simply clicking the "x" in the upper right corner of a task button, or by pressing ESC.
• You can use Ctrl-Tab to switch tasks.
• To select a task, press ALT-W-#, where # is the number of task to be selected.

View Pane
A view pane allows you to select and open documents, copy and paste documents, delete documents, print documents, or print a list of all items in a view, forward selected documents to other mail users, refresh the view to see new documents, and search for documents containing specific text.

If a view's design allows it, you can collapse the view to show fewer items. When you collapse a view, YOURFunction hides documents under categories. Collapsing helps you find the main item you want; you can then expand a selected item, or the item and all its subordinate items.

Action Bar
A database may include an action bar, a row of buttons you can click as shortcuts to perform common tasks in the database. If there's an action bar, it appears above the column headers and below the search bar if the search bar is displayed.

Searching a view

Once you have opened a YOURFunction database and are in a view, YOURFunction lets you to search the text and titles of all the documents in that view. If you want to search all the documents in the database, and don't have a view that contains all documents, you may have to either repeat your search in more than one view until you've searched everything, or you can create a view that contains all documents.

Before you search

To get the best results read the tips below before searching.

• If the database is indexed, there are certain words and characters called operators which YOURFunction reads as "instructions" rather than words. You may want to look at some operators before searching (see list of topic links below), but you can avoid most problems by putting your search text in quotes.
• Clicking the search icon both opens and closes the search bar. The search bar stays open until you close it, even if you close and re-open the database.
• You can also bring up the search bar in a view by clicking the little arrow next to the search icon, which brings up the search menu, then choosing "Search current view." You can also choose View - Search Bar.
• You can also navigate to documents in a view by choosing Edit - Find or using the Starts With dialog. The Find dialog searches text displayed in the view; "Starts With" searches text in only a single column. Using the search bar is the best method, however.

1. Open the YOURFunction database.

2. Open the view you want to search.

3. Click the search icon to open the search bar.

4. In the search box, type the text you want to find.

5. Click Search.

6. Close the search bar by clicking the close box.

When you are looking at a view, you can quickly find and highlight a particular document or category. Just type the text, or the first part of the text, that the document is sorted by. The Starts with dialog will open automatically when you start typing. To do a Starts with search:

1. Click anywhere inside the view (to make sure the view contains the "focus").

2. Type the text you want to search for.

For instance, in a view sorted by "last, first name", you might type "boggs, an" to find the first document about Angela Boggs ("B" will also work if you don't mind having to page down through the Badenovs, Bancrofts and Bogarts).

You don't have to match upper and lower case, and you don't have to type whole words, but you must exactly match spaces and punctuation, and you have to start from the beginning of the value you want to find. In the example, you couldn't find Angela Boggs by typing "Angela" since the view is sorted by last name first. For that, you would either need a view sorted by first name, or you could use full text search, which finds a word wherever it appears in a document..

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