Class Inquiry Overview

The Class Inquiry screen within the Accounts Receivables Inquiries menu allows the user to group Clients into standard areas as applicable to their business. This expands the sorting or grouping of the data in the production of reports generated from SapphireOne. 

How to Create a New Class

To create a new class select the icon in the main SapphireOne tool bar. Enter the Class Name and ID, and select the Green Tick to save.

How to Allocate a Client to a Class

To add an existing Client to a Class, you will need to go to a Client Inquiry, select the required Client and then select the ‘modify’ button or command/ctrl M to alter the Class of that Client. Alternatively, you would set a Clients class when creating a NEW Client.

If you want to, you can then return to this screen and check that SapphireOne has correctly identified the Client and placed the Client in the Class you have selected. 

Clients may only be added to an EXISTING Class, so create the Class first, and then add Clients to the existing Class. You can modify your Clients class at any time.

While the Modify button is active the only alteration you should make to the details in this screen is in the Name and the notes area. Once you have set up a Class using the New button SapphireOne will list any Clients that you have set up with the selected Class in this screen. 

How to Customise a List

All inquiry screens have the option to Customise the list of items that are displayed on screen. The Custom Inquiry Option allows you to select the data fields that are displayed, and the order in which the columns of data are displayed across the screen. While a list of clients has been used to demonstrate this here, any type of inquiry may be customised within SapphireOne.

The list below is the Standard Inquiry list.

When the ‘Swap to Custom Inquiry‘ button in the lower left hand corner of the screen is selected the system will display the default Custom Screen as seen below. This Custom List screen gives the user user two main options when organising the order that the data is displayed:

  1. To add or remove the data field columns that are displayed on screen. To add or remove a column, go to the ‘Setup’ button in the bottom right corner of the screen. Within the Setup screen you can right click on the column lines and select from Delete, Move Left or Move Right. Further information on the Setup screen is documented below.
  2. To change the order in which the data field Columns are displayed. To change the order of the columns, go to the ‘Setup’ button in the bottom right corner of the screen. Within the Setup screen you can right click on the column lines and select from Delete, Move Left or Move Right. Further information on the Setup screen is documented below.

Once the user has customised the Custom Inquiry screen, the screen view will become unique to the user and each time the user logins they will be shown the same custom view. The user also has the option to select and save unlimited custom views. This can be done in the ‘Setup’ screen as documented below.

The Inquiry screen below is the initial Custom Inquiry screen which may be modified by the user.

Custom Inquiry Screen ‘Setup’ Function

To commence setting up your Customised List screen, select the Setup button as seen above. The Setup screen will be displayed as seen below.

From this screen the user is able to add and remove columns of data as required. Almost every field within the SapphireOne data tables is able to be included in the Custom List screen if the user is authorised.

There are a number of menu items across the top of the screen. These are as follows:

  • Reset to Default – Selecting this button will set the display back to default as determined by SapphireOne. When a new data field is selected SapphireOne will add it to the right hand side of the columns of data. You can then click on the field heading and drag it to wherever you want across the screen.
  • Show Related Record – You can also add related fields from other tables. Clicking on the checkbox at the top of the screen, allows you to choose a related record and a mini view of the related record for the chosen record will be displayed for the currently selected record. You will need to select the fields displayed.
  • Favourite Set – You can use this option at the top left of the screen to save a custom created screen for later use. For example, you can have a simplistic Inquiry screen for general use, and a more complex screen view when auditing certain information.

You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.

Was this helpful?

Previous Article