Minimum Version Required: 22.01
Steps
How to Navigate Table View
1. Using Universal search, navigate to any table
View an individual record click the arrow on the left
Switch to Map View click the map icon (only available on tables with location information)
Edit the specific record click the pencil icon
Delete individual record click the trash can icon
View related tables click ‘Sub Tables’ Example: Customers have Invoices, so Invoices is a Sub Table of Customers
Add a record to the table click the green ‘Add [table]’ button
Create an Alert for when there is an addition or change to the table’s data click “Add Alert”
Save a Table View so you can reuse it later, click ‘Save Report’
Download or print a copy of the current Table View click ‘Export’, then select the format you would like to download
Show data from this table on Map, Calendar, Kanban, or Gantt, click ‘View’ menu (table icon) and select the view type you would like
2. Analyze table data to get totals, averages, and more by clicking the Calculator Icon
A table calculator works best on a table with numbers such as invoices
3. Printing or exporting this page will only do so for the visible records. To show more records, click the best option in the values at the bottom of the table
4. Click the name of the table to reset the view to the default fields and filters
NOTE: Encompass will always open links in the same browser window. To open a new tab, use ctrl + click