Bookings List: Difference between revisions

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Lesley (talk | contribs)
Lesley (talk | contribs)
 
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<div class="heading">Bookings List</div>
<div class="heading">Bookings List</div>
  This page is about the menu BOOKINGS > LIST
  This page is about the menu BOOKINGS > LIST
=Summary =
<div class="summarybox">
Summary
</div>
=Limitations=
Adding and removing columns from the list, will reset the order of the columns. Ensure you add/remove the columns before re-ordering the columns.
=Select Properties=
=Select Properties=
By default the last property you have checked will be the property in the list.  
By default the last property you have checked will be the property in the list.  


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Click "Apply" to save the changes.
Click "Apply" to save the changes.
=Perform Bulk Action=
You can modify multiple bookings in one go:
#Tick the bookings you want to modify in the left column
#Scroll to the end of the list
#Select the action you want to perform
#Click on the "Bulk Action" button


=Customize=
=Customize=
==Columns==
==Columns==
To add/remove columns from the view, click on "View" then Columns, tick/untick the columns for your view.


To add/remove columns from the view, click on "View£ then Columns, tick/untick the columns for your view.  
To reorder the columns, scroll to the column and then drag to the left or right to reposition in your list.  


To reorder the columns, scroll to the column and then drag to the left or right to reposition in your list.  
To see a list of Archived bookings, include column 'Invoice' this gives a print invoice button for bookings and a download a csv file with the invoice data for archived.


  Add/remove the columns for your view then reorder the columns, if you change the columns, then you will need to reorder the columns again.
  Add/remove the columns for your view then reorder the columns, if you change the columns, then you will need to reorder the columns again.
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Views can also be changed or deleted. "Reset" will restore the default. These options are available when you click on the {{#fas:table}} views button.
Views can also be changed or deleted. "Reset" will restore the default. These options are available when you click on the {{#fas:table}} views button.
Click "Apply" to save the changes.
To include 'Archived' bookings in the list, select column 'Invoice', this gives a print invoice button for bookings and a download to CSV file with the invoice data for archived bookings
=Export data=
Select the data/columns in the view then click on one of the Export icons to export the data to your device.
*Copy - to your clipboard
*Excel, CSV, PDF, will create files on your device.
To include 'Archived' bookings in the list, then select column 'Invoice', this gives a print invoice button for bookings and a download to CSV file with the invoice data for archived bookings