Show/Hide Toolbars

CardExchange® Visitor Manual

 

Visitors_Record_Lookup

 

The simplest way of searching for the correct record is to use the Visitors pane that is displayed at the left-hand side of the main window.

You can use the scroll bar to scroll through the list to find the correct record and then select it by clicking.

 

The Visitors pane may be sorted in various ways and is not necessarily alphabetical. You must take this into account when searching for a record.

 

In the Visitors pane of CardExchange® Visitor you see all the records presented that are available in the database. In the configuration tab you can set the Look-up columns that are displayed in the Visitors pane.

 

Record Sorting

 

Visitors_Pane_Sort

 

The Visitors pane is a so called data grid showing all your available database records divided by columns. Sorting the records is just as simple as clicking on the column.

 

Record Look Up

 

Visitors_Pane_Search

 

It is very simple to search for records inside the Visitors pane. Enter the text that you want to search for in the text box directly above the columns.

 

Loaded Record Information

 

Visitors_Pane_Info

 

In the footer of the Visitors pane the total amount of loaded records is shown.

 

You will notice that this method becomes less attractive if the list is very long and that you need a more directed manner of finding the correct data. The following alternative find methods are available:

 

Finding names using the Find section in the Data tab,

Finding names using the Keyboard

Finding names using the Database Filters

 

The first two methods will be explained in the following sections. For an explanation of the database filters, please refer to the section Filters of this Help file.