Control which columns display on the pickup list.

1. Select Records Management | Pickups, Add Records | Pickup List (Add Records). The Pickup List screen opens.
2. Click the dropdown selector to the right of any of the columns on the pickup list.
3. Hover over the Column icon .
4. Click the checkbox to the left of the column(s) that you want to include on or exclude from the Pickup List screen. The screen display will update immediately to reflect your selections.
5. Click a different area of the screen to close the column selector.

Sort the results that display on the Pickup List in ascending or descending alphanumeric order.

1. Select Records Management | Pickups, Add Records | Pickup List (Add Records). The Pickup List screen opens.
2. Click the dropdown selector to the right of any of the columns on the pickup list.
3. Hover over the appropriate sort icon:

4. Your data is immediately resorted and refreshed.

You can filter within each column of data on the pickup list. Filtering allows you to narrow your search results.

1. Select Records Management | Pickups, Add Records | Pickup List (Add Records). The Pickup List screen opens.
2. Enter a letter, number or combination to filter the data that will display in the column. Use the wildcard operator (*) for easier filtering.
3. Click Filter. Your results are displayed with your filter applied.

Click the x in the filter field to clear an individual filter as opposed to using the Reset View button (below) to clear all filters and settings.

Drag and drop columns to move them into a different position in the pickup list. You can customize your display based on the information you use most frequently.

1. Select Records Management | Pickups, Add Records | Pickup List (Add Records). The Pickup List screen opens.
2. To change the column width, position your cursor over the edge of the column.
3. Your cursor changes to indicate that you are able to resize the column.
4. Left-click and drag the column to the appropriate length.

Click the Reset View button to clear ALL filters and restore the pickup list to its default state. If you have changed the sort order or column size, or added, moved or removed columns, they will be reset.