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CardExchange® Producer Help

 

The Data tab is organized in different groups with specific functionality.

 

CE_Main_Interface_Ribbon_Data

 

Group

Function(s)

Description

Options

Edit Options

Opens the Edit options window

Find

Text box

Enter a value to search for in this text box


Find

Opens the Find dialog


Find next

Finds the next result matching with the value in the Find name dialog


sort order

Change the sort order


Refresh data

Refreshes the data in the data grid (name list)


Select all

Selects all the available records in the data grid (name list)

Edit

Database record

Opens the Database record window in the main interface


Manual entries

Opens the Manual data entries window in the main interface

Import/export

Import records

Import records from a csv file into the current database


Export records

Export records from the current database

Filters

Level one filter

Opens the Edit level one filter dialog


Level two filter

Opens the Edit level two filter dialog


Level three filter

Enables the level three filter for live search on the database


Filters

Shows all the created level two filters in a drop down menu

 

For more detailed information about using data, please visit the "Using Data" section of this Help file...