Browse Window

Browse windows are used to display lists of records. On opening a register (i.e. on clicking the [Registers] button in the Navigation Centre and then double-clicking a register in the list), you will see a browse window listing every record stored in that register. In a browse window, you can search for a certain record and select a specific record for processing. You can have several different browse windows open at any time.

For example, if you open the Contact register, the window that opens is a browse window, entitled 'Contacts: Browse'. This window lists all the Contacts in the register.

You can scroll through the list using the scroll bar on the right. You can scroll down or up a screen at a time by selecting 'Next' or 'Previous' respectively from the Record menu, or using the PgDn or PgUp keys.

You can change the sort order of the list. Click the heading of the column you want to sort by, and the list will re-sort immediately. The heading of the column will be coloured blue to show the selected sort order. If you click on the heading a second time, the sort order will be reversed.

At the top of each browse window there is an area known as the Button Bar. This contains a set of buttons:

This button only appears in some browse windows. Click it to open the Operations drop-down menu. Highlight one or more records in the list (hold down the Shift key while clicking) and then choose a function from this menu. The function will be applied to all highlighted records. The contents of the Operations menu will vary depending on the browse window. Each function is described in full on the appropriate web page.


The 'Create' button appears in every browse window and contains various functions that you can use to create new records. It always contains the functions described immediately below and may contain additional functions, depending on the browse window. For example, the browse window for Sales Orders contains functions that you can use to create Deliveries and Invoices. Usually you will need to highlight a record in the browse window before selecting one of the additional functions.

The Create menu always contains the following functions:
Windows/Linux keyboard shortcut: Ctrl-N
Mac OS X keyboard shortcut: ⌘-N
Select this function to open a new blank record for data entry.

Windows/Linux keyboard shortcut: Ctrl-K or Ctrl-Y
Mac OS X keyboard shortcut: ⌘-Y
If you need to create a new record that is a copy of one that already exists, first find the earlier record in the list and highlight it by clicking once. Then, select this function. A new record will be opened, a duplicate of that highlighted. In many cases, the new record will contain the current date, not the date of the copied record.
Please refer to the 'Searching in Browse Windows' section later on this page for details about searching in browse windows.
If you want to view or modify an existing record, first find it using the Search facility described below. Then, open it by double-clicking its line in the list, or by selecting the line and pressing the Enter key.


It is not possible to delete a record directly from the browse window. You must open the record first.

Some browse windows have three extra buttons in the centre of their Button Bars. You can use these buttons if the Limited Access module is present (i.e. if you are using the Limited Access option in the Configuration setting in the System module), as follows (Windows buttons illustrated on the left, Mac OS X on the right):

Lists all records in the register.

Lists records belonging to members of the same Sales Group as the current user (i.e. records whose Sales Group is the same as that of the current user).

Lists records belonging to the current user (i.e. records whose Person field contains the Signature of the current user).
You can use the Person register to prevent a user from seeing every record in the register by restricting their view to their own records or to those of their Sales Group. This feature is described here.

Finally, some browse windows also have a [Communicate] button in the centre of their Button Bars:

This button will appear if the browse window belongs to a register such as the Activity, Invoice and Contact registers where you may need to communicate with a Contact (e.g. with the Contact quoted in an Activity or Invoice). Please refer to the Business Communicator Window page for details.

Searching in Browse Windows

Use the Search field (on the right of the Button Bar) to find a particular record in a browse window. The Search field works in one of two ways, depending on whether you are using the Browse Filtering option in the Optional Features setting in the System module.

If you are not using the Browse Filtering option, follow these steps:

  1. Sort the list by the column that you want to use for the search. In the illustration below, for example, the list is sorted by Name allowing you to search for a Contact with a certain Name.

  2. Type your Search term in the Search field (there is no need to click in the field before typing). For example, referring to the example illustrated above, type the first few letters of the Name you are looking for.

  3. Press Enter or Return or click the [Search] button (Mac OS X users must press Enter or Return). The first row with an exact match in the sort column (or, if there is no exact match, with the nearest match) will be highlighted:

  4. If you are not certain of the exact spelling, use the * character as a wildcard. For example, referring to the illustration below, if you want to find The American Dream but are not sure if the name includes "The", sort the list by the Name column, type "*American" in the Search field and press the Enter key. If the first record found is not the one you want, press the Shift-Enter key combination to search again.

If you are using the Browse Filtering option, all you need to do is to start typing a letter, word, number, or date in the Search field (there is no need to click in the field before typing). As you type each character, non-matching records will be removed from the list. There is no need to sort the list first.

The search will be made in several fields, including some that are not shown in the browse window. In the illustration above, typing "gi" reduced the list to three records, two of which have "gi" in their names. "European Trading Co" is also listed because its country is Belgium.

Colour Coding

Invoices in the 'Invoices: Browse' window are colour-coded:

(no colour)
Invoices not yet due for payment

Invoices that are overdue for payment

Invoices that are fully paid or credited

Types of window in Standard ERP:

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