Home > Basic How To's > Setting up Departments
Setting up Departments
The following editing options are available, either on the ribbon or directly from the grid:
Add a Department - Click New on the ribbon, or type directly into the first line of the grid. If you want to add a department at a specific spot in the list, use the Insert tool.
Modify a Department - Double-click the department and then edit the description.
Delete a Department - Highlight the department and click Delete on the ribbon.
Change the Order - Highlight a department and use the Move Up and Move Down tools on the ribbon.
Make a Department Inactive - Check the Inactive box to hide a department you are no longer using (but may not want to delete).
You may also want to:
Hide Inactive Departments - Click Hide Inactive on the ribbon to hide (or reveal) any inactive departments.
Print the List - Click Print on the ribbon to generate a printed report of your departments.
Export the List to Excel - Click Export to Excel to export an Excel file that you can download.