System Buttons included in 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.

New

The New button allows adding 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 exporting 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 email, click on the Send button and fill in the following form:

Customize

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

This will display a popup form with the column list; check or uncheck the columns you need and click the Update button. To restore the default column visibility and sorting, click the Reset button.

Moreover, TeamDesk users can apply a 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 view sorting by clicking the Customize button in the view header and pressing the Reset button.