Selecting multiple records

Solution Properties

Solution ID:

200427112311552

Last Modified Date:

Tue Oct 20 07:31:49 UTC 2026

Taxonomy Path:

Case category//How do I...//setting up

Author:

[email protected]

Selecting multiple records

Description

You may want to select more than one record at a time. For example, you may want to highlight five different suppliers at once.

When selecting more than one record, there are two methods you can use:

Windows selection style - (Default setting) Use the shift and Ctrl keys to select multiple records
Sage selection style - select each individual record to select them

NOTE:

It isn't possible to select more than one bank account at a time.

Cause

Resolution

Choose the selection method

Select Tools then choose Options. Select the Environment tab.
Select the required List selection style then press OK.

How to select multiple records

▼ Windows style selection

Select multiple records

Select continuous records:

Choose the first record in the list you want to select.
Press and hold the Shift key.
Choose the last record in the list you want to select.

Select non-continuous records:

Press and hold the Ctrl key then select any required records.

Find a specific record

Type characters to jump to a matching record. For example, type SA to select the first customer starting with SA. Type SA again straight away to select the next match.

NOTE:

If you sort the list by a column, records are selected in that order. For example, sort customers by Name to select them by name rather than A/C.

▼ Sage style selection

Select multiple records

To select multiple records, you can press them individually or use the Swap and Clear options.

Swap - swaps the selection on the currently selected records.
Clear - clears the selection on the currently selected records.

Find a specific record

By entering a sequence of alphanumeric characters on the keyboard, the record selected will relate to all of the characters entered. For example, to select the first customer record starting with SA, you should enter SA while in the Customer window. To select the next record starting with SA, enter the same characters again, without a pause.

NOTE:

If you sort the list by a column, records are selected in that order. For example, sort customers by Name to select them by name rather than A/C.

Steps to duplicate