How to select or deselect multiple records in Sage 50 Accounts. This includes products, services, customers, and suppliers.
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.
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.
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