System Buttons included into View

If you click on any View name listed in the left menu, this view will be opened and you’ll see the following buttons at the top of it.

Button

Description

New

The New button allows to add new records to a table. If you click on this button, the Add New Record form will be opened.

Print

Use the Print button, if you want to print this view.

Export

The Export button allows to export the view data using the following formats: XLSX,CSV and HTML .

If you need to export file attachments, use the tdbackupwin tool, otherwise only attachment names will be exported.

Send

To send the view data to any e-mail click on the Send button and fill in the following form:

Customize

TeamDesk users have an ability to hide columns from the views and show them back by clicking the Customize button located in the view header.

When a user needs to include/exclude columns to/from the view, he/she can check/uncheck them in the Customize button dropdown and click on the Update button. In case all columns should be displayed, click on the Reset button.

Moreover, TeamDesk users can apply custom sort order by clicking column headers.

Changes made by the user do not affect other users or application setup and can always be restored back to the default state.

Next: Dashboards