Using Traverse

You can use Traverse in a more effective and efficient manner than ever before. The placement of commonly used buttons as well as the ability to use movable and sortable columns helps to streamline your workflow.

Many functions that previously required a button on a form now appear on the toolbar. The table below illustrates the default buttons on the toolbar; however, depending on the function, you may have additional buttons available. See Toolbar for more information.

Button Name Click To
Save Save a new or edited record.
First Navigate to the first record.
Previous Navigate to the previous record.
Next Navigate to the next record.
Last Navigate to the last record.
New Create a new record.
Delete Delete the selected record.
Refresh Refresh the screen. You may need to refresh the screen to view newly added records if you have been in a function while a new record has been added.
Undo Undo recent changes to the record.
Preview Report View a preview of the selected record as a report.
Map View a map (using your default map viewing application) of the selected address.
Send Mail Send an email (using your default emailing application) to the selected record's email address.
Copy Copy the selected information.
Paste Paste the information.
Document Delivery Email or fax a document as an image or Adobe PDF document.
Search Email Search the folders set up in Message Tracking Setup for keywords.
Note: This button only appears if an email address is attached to the customer or vendor.
Attachments Attach documents, add notes, and select additional options for the record.

Tooltips are the pop-up help feature available in many software programs. Tooltips are available throughout Traverse to help you validate your data entry by displaying descriptive information about the field value.

When viewing information in a table, you can arrange the columns in any desired order to better streamline them for your viewing purposes.

  1. Click and hold on the heading of the column to move.
  2. Drag the column to the desired location among the other columns.
  3. Release the mouse button.

When you define IDs and codes, it is important for you to know how they appear in a field list after they are sorted. Traverse sorts alphanumeric data alphabetically by comparing first characters, then second characters, and so forth. When two alphanumeric characters are compared, the character with the smaller ASCII value comes first in the alphabetic sort.

The list of alphanumeric characters is in ascending alphabetic order:

  • Special characters (-, *, /, and so forth)
  • Numbers (0-9)
  • Uppercase letters (A-Z)
  • Lowercase letters (a-z)

Alphabetical rules are not intuitive when numbers are involved. For example, in numerical sorting 60 comes before 112; however, in alphabetical sorting 112 comes before 60. To ensure that numbers appear in the same order in both an alphabetic and numeric sort, pad numbers to the left with zeros until they are the same length. For example, if 60 is defined as 060, 060 comes before 112 in both an alphabetic and a numeric sort.

You can sort columns to group and filter the data. To sort and filter the columns, right-click a column and use the functions outlined in the table below.

Button Name Select To
Sort Ascending Sort the selected column's data in ascending order.
Note: You can also accomplish this task by clicking the column heading until the appears.
Sort Descending Sort the selected column's data in descending order.
Note: You can also accomplish this task by clicking the column heading until the appears.
  Clear Sorting Remove all sorting options and revert to the default view.
Group By This Column Group the identical entries from this column into a single group.
Note: If you group by column entry, you can right-click on the grouped column heading to select from the options outlined in this table as well as Full Expand (expand all of the grouped entries), Full Collapse (collapse all of the grouped entries), or UnGroup (undo the grouped entry).
Column Chooser Open the Customization window. Proceed to click and drag columns from this window to place them back into the table.
Note: You can also accomplish this task by clicking on the heading of the column to remove and drag the heading to the bottom of the screen and release once your cursor changes to a large 'X'.
Best Fit Adjust the selected column to best view that column's data.
Clear Filter Remove all filter options and revert to the default view.
Filter Editor See the Filtering Across All Columns section for more information.
  Best Fit (all columns) Adjust all columns to best view all of the data at once.
  1. Click the funnel icon that appears once you place the cursor in the desired column to filter.
  2. Select a filter option from the drop-down menu.
    Note: From this drop-down list, you can also select from the entries in the selected column to group the column by the selected entry.
    3. Select To
    (Custom) Enter criteria for filtering the selected column.
    Note: View the following paragraph for additional information.
    (Blanks) Display only entries with blank information in the selected column.
    (Non blanks) Display only entries with information in the selected column.
    Note: If you select (Custom), the Custom AutoFilter function appears. Select up to two filtering criteria for the selected column from the drop-down menus, then enter a string of text or numbers to complete the condition before clicking OK.

To create a filter across all columns, use the Filter Editor function to create a filtering condition. A filter condition can consist of up to four options. Each option within the condition appears as a different color to help distinguish it from the other options, Red Text [Blue Text] Green Text <gray text>. The instructions below illustrate how to build a condition.

  1. Select how to group values by clicking the red text component (See Table 1).
  2. Select a column heading to filter by clicking the blue text component .
  3. Select the filtering criterion by clicking the green text component (See Table 2).
  4. Enter, if applicable, a string of text or numbers to complete the condition by clicking the gray text component.
  5. Click Apply.
  6. Click OK.
    7. Button Name
    And
    Or
    Not And
    Not Or
    Add Condition
    Add Group
    Clear All
    Table 1 - Red Component
       
    Button Name
    Equals
    Does not equal
    Is greater than
    Is greater than or equal to
    Is less than
    Is less than or equal to
    Is between
    Is not between
    Contains
    Does not contain
    Begins with
    Ends with
    Is like
    Is not like
    Is blank
    Is not blank
    Is any of
    Is none of
    Table 2 - Green Component

See the Sorting and Filtering topic for more information.

Personalizing Your Traverse Interface

You can personalize the way you view functions in Traverse by increasing the font size, as well as resizing both the application itself and the function windows. You can also toggle between using functions as windows or a tabbed view

  1. Click View on the menu bar.
  2. Select Preferences.
  3. Enter a point size in the Font Size field.
  4. Click Save to save the font size changes.
    Note: You may have to restart Traverse before the changes take effect.

Resizing an Application or Function Window

  1. Move the cursor to the edge of the window to resize until the cursor changes to a double-sided arrow (seen in the example image below).

  2. Click and drag the window to the desired size.
  3. Release the mouse button.

Resizing Applicable Sections within a Function

  1. Move the cursor to the edge of the section to resize until the cursor change to a double-sided arrow (seen in the example image below).

  2. Click and drag the section to the desired size.
  3. Release the mouse button.

Configuring Traverse to use Tabbed Viewing

  1. Click Window on the menu toolbar.
  2. Select Tabbed View.
  3. Release the mouse button.

Moving the Tabs

  1. Click and hold on the tab of the function to move.
  2. Drag the tab to the desired location among the other tabs.
  3. Release the mouse button.

If there are functions you use often, you can access them in one place by adding them to the My Work menu. See My Work for more information.

Move the mouse pointer over the left side of the Application Menu until a shadow/highlight line appears. Click the line to minimize the menu/navigation pane. Repeat the process to restore the menu/navigation pane.