Search/Lookup Lists

Search lists or lookup lists are a convenient way to search or manage a list of records such as your customers, vendors, products, invoices, workers, etc. A number of search lists can be opened within the main EBMS desktop. Each list can be moved and re-sized within the desktop. All lists launched from the main menu will be minimized when the EBMS desktop is minimized. Open lists will be maintained when exiting based on the Save settings on exit option found by going to the File > System Options > Settings tab. Review the System Options section of this documentation for more details.

These lists can become very lengthy since EBMS does not restrict you to the number of items that can be entered making it very important that you have access to this information in a number of ways. Following is an example of the Sales > Customers lookup:

The search list box consists of:

List Heading

  1. Select All to list all records or select a specific category folder which will change the option to Use Category.

  2. The Search entry will search on the active column.   The active column in the example above is Last Name.    A column can be made active by clicking on the column title.   

Category Pane

  1. Right click on a folder and select Properties from the context menu to set the category label as well as other category based settings.

  2. Right click on a folder and select Edit Defaults to set defaults and globally edit information.   Review Edit Defaults, Filter Down Data, and Globally Change Data for instructions.

Information Pane

  1. Column titles:  Review Column Appearance for instructions to hide or change the size of columns.
  2. The Information list can be sorted or queried using the list heading options, selecting a category, or by applying a query by clicking Find...  The list will highlight the current selection.  

List footer

  1. Click on the Find button to query the list either within All or by category.  The button label will change to Find Again to search for other information. An additional Stop Find button will appear to clear the find search and list all the records. Review Find Button within a List Dialog for more details.
  2. Enable the Show Inactive to make inactive records visible within the list.
  3. Enable the Search Subcategories to show records within the sub-folders of the selected category.
  4. Click Select, double click, or press <Enter> to open the selected record.
  5. Press the Cancel button to exit the list without making a selection. Note that many lists can continue on the window for convenience while you select another list or window using menu or hot keys.


The information in the sample list shown above can be displayed in:

As you type in text, your strokes will be displayed with a background of white while the system attempts to complete your code with the first matching ID code available. Note that the information bar moves to attempt to identify the specific information that you are searching. If you enter text that does not match any of the list information, it will be underlined in red.

Lookup List Boxes are a very useful tool in locating information quickly or sorting in a variety of ways.

Go to the Getting Started > System Options > Settings tab for more details on configuring the lookup list windows each time EBMS is launched.