Use the following shortcuts when assigning organizations to or removing organizations from a file template:
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Click/Select |
From |
Functionality |
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All (customers that are division- and department-enabled) |
Division list in the Selector area (upper half of screen) |
Works in conjunction with the All Divisions and all Departments checkbox to automatically add all divisions and the departments within each division to the Selected For list. Once selected, you are able to remove individual divisions or departments |
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All (customers that validate departments) |
Department list in the Selector (upper half of screen) |
Automatically add all departments within a division to the Selected For list. Once selected, you are able to remove individual departments |
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All Divisions and all Departments |
Department list in the Selector area (upper half of screen) if All was selected from the Division list |
Works in conjunction with the All selection in the Division list to automatically add all divisions and the departments within each division to the Selected For list. Once selected, you are able to remove individual divisions or departments |
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Selected For List (lower half of screen) |
Display only the top level division or department |
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Selected For List |
Display all departments included in the Selected For list |
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Expand All link |
Top right of Selected For List |
Fully display all selected divisions and departments |
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Collapse All link |
Top right of Selected For List |
Display only the division level selections |
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To the right of the UPPERMOST (customer) level of Selected For List |
Remove ALL selected divisions and ALL departments |
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To the right of a DIVISION level |
Remove the division and ALL departments within it |
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To the right of an individual DEPARTMENT level |
Remove ONLY that department |
