Changing the default search and/or sort

You may find for your business that you would like sales orders or clients sorted in a particular way when you search for them. Or perhaps you would like certain records or sets of records shown by default on the search screen. To adjust both of these:

1. Go to Tools -> Table Definitions.

2. Scroll down to find the table whose search screen you would like to adjust. Double click it to open it.

3. The default search and sort order are presented near the bottom of this page in the 'Search Screen Defaults' section. Both are sections of SQL that will be used to build the default query. Change these as needed and click 'save' to save your changes.

Notes: As phpBMS is installed, the Clients table uses a default search of 'clients.id=-100' which is almost sure to pull no records whatsoever. If you wanted to show all records by default you could change this to '1' which is true for all records.

The Clients table has a default sort order of 'clients.company, clients.lastname, clients.firstname'. If you don't care about the company name for example, you could modify that to just 'clients.lastname, clients.firstname'.

There are many possibilities and you'll want to read about SQL WHERE and ORDER BY clauses to get the most out of customizing the search screen defaults.