Accessing a Search Screen
Search screens in Latner provide a list of all records within a particular module. For example, selecting Rental Quotes will display a list of every rental quote in the system. These lists can be refined using search and filter tools to help you quickly locate the information you need.
Links
Within any search screen, text that appears blue and underlined is a clickable link. Selecting a link will allowAccessing a Detail Screen for that record to view or edit additional information.
In some Search Screens, you’ll notice a small arrow next to the link. Clicking this arrow expands the record so you can view its related details directly within the search screen. This allows you to quickly check detail information such as line items without needing to open the full detail screen.
Search & Filter
Every search screen includes tools to help narrow down results:
Search Box - Enter keywords to search across the list.
Quick Filters - Apply a preset of commonly used filters with a single click.
Filter By Button – Located on the right side of the screen, this allows you to apply filters to refine the data set.
Filters and search can be used together. For screens with detailed arrows, the search function works at both the header and detail level, giving you precise control over results.
Customize View
Users can adjust how data is displayed by selecting the Customize option on the right side of the screen. This allows you to:
Hide or show specific columns
Change the order of columns to suit your workflow