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Finding, editing and deleting

The buttons on every list, and what each one does.

0:58 long

What this covers

  1. Search and filters find the row
  2. View reads it, Edit changes it
  3. Save is at the bottom of the form
  4. Delete asks first, and cannot be undone

Step by step, in writing

The same guide as the video. Tap a time to jump to that moment.

  1. 0:02

    Every list in the system works the same way

    Learn it once on Hirers and you know Bookings, Invoices, Documents and the rest.

  2. 0:04

    Open Hirers from the menu

  3. 0:07

    Search finds a row by anything on it

    Name, email, phone. Faster than paging through a long list.

  4. 0:11

    Type a few letters

    The list narrows as you type - there is no Go button to press.

  5. 0:14

    Two buttons on every row

    View shows you the record without any risk of changing it. Edit opens it for changes.

  6. 0:18

    View is the safe one

    Read-only. Good for checking a phone number without touching anything.

  7. 0:23

    Edit opens the same record for changing

    The Edit button sits at the top of the View screen too.

  8. 0:27

    Change whatever needs changing

    Nothing is saved while you type. You can still walk away.

  9. 0:30

    Save is at the bottom of the form

    Every edit screen has it in the same place.

  10. 0:34

    Notice there is no Delete on the row

    That is deliberate. Deleting is done from the tick boxes, so it takes more than one slip.

  11. 0:38

    Open Hirers from the menu

  12. 0:40

    Tick the row you mean

    Tick as many as you like - the same buttons work on one row or twenty.

  13. 0:42

    Bulk actions appears once something is ticked

  14. 0:45

    Delete selected is in there

  15. 0:48

    It always asks first

    And it means it - a deleted hirer takes its bookings and invoices with it. We will say no.

  16. 0:51

    Say no unless you are certain

  17. 0:54

    That is every list in the system

    Search, View, Edit, Save, Delete. Bookings, invoices, documents - all the same four buttons.

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