Copying Browse Information to CSV

On many browse screens in RFMS, there is the ability to copy the data and paste it into another program (such as a spreadsheet).  

There are different levels as to what is copied depending on the keys used.

Ctrl-C

Click on a row to highlight it.  Put the mouse over the Field that you want to copy and press Ctrl-C.

Ctrl-Alt-C

Click a row to highlight it.  Press Ctrl-Alt-C to copy. 

The first time this is done on a page, the headers are copied, subsequent copies after that only copy the row.   This allows copying individual lines without having to delete the header each time. 

 

Ctrl-Alt-Shift-C

Click a row to highlight.  Press Ctrl-Alt-Shift-C to copy all data on the screen.  This is meant to be used to copy filtered data plus the header.

 

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Columns with no header (for example columns with indicator icons) will not be copied.  Only the first copy will get the headers.

 

Screens with the Copy Browse Ability

System Options

Users

Customer Orders

AIA Billing 

Billing Groups (as of 22.1) 

Quotes

Customers

Claims

Batch Processing

Providers

Customer Type

Product Code

Sales Representative

Stores

Cities

Suppliers

Manufacturers

Chart of Accounts

Receipt Config

Authorization

Roll Products

Item Products

Service Products

Roll Inventory

Item Inventory

Quick Schedule (Coming in 19.0)

Orders Ready to Schedule

Scheduled Jobs

BidPro Browses

PM Browses

Materials & Services, Accounts Payable,  Scheduled Lines, Providers & Other Expenses browse screen.   It has also been added to the Search All records screen.

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Depending on the policies of your network and the version of Windows that is running on the remote computer, this procedure might now work with some Remote Desktop or Citrix connections.

 

 

 

 

 

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