Entity Dashboard
How do I Show or Hide Columns
- Use the Hide Fields button to display or hide the columns on your Dashboard
☝️ Note: Once fields are hidden the Hide Fields button re-displays with the following message - xx Hidden Fields, (where xx are the number of fields you have chosen to hide)
- Click Hide Fields, from the list of column headings displayed, choose those you want visible then click the checkmark directly to the left - deselect those you want to hide
☝️Tip! Type the name of the field in Find a Field to navigate quickly through the list
How do I Return to the Dashboard?
To return to the Dashboard from elsewhere in MinuteBox:
- Use the GoTo keys - press the letter g. The following screen displays. Click the letter l
- Alternately, lick the logo at the upper left-hand side of the screen
How do I search for an entity?
☝️ Tip! The MinuteBox Search automatically performs a Quick Search (Entity Name, xxxx) - search field reads Search Entity Name. To perform a xb, click the arrow to the right of the Search field and select Full Search
- Click the Search bar at the top right-hand side of the screen
- Type the first couple of characters of the information you are searching for
Creating Filters - Basic
- Click the Filter button in the toolbar
- Select the + Add a new filter option
- Select the criteria you want to filter by, e.g. Entity Name
- Select the limiter to apply to the search, e.g. starts with
Creating Filters - Using the AND Operator
☝️Tip! To create a filter which displays a list of Entity names which start with the letters ac AND where the Jurisdiction is Ontario:
- Create your filter as above
- Click Add another rule to this filter. Another line appears in your Filter
- Click the down-arrow to the right of Entity Name and choose Jurisdiction from the drop-down list of options provided. The filtered entity list is displayed
- Optional - click Save Filter... to save your filter for re-use. The New Filter displays in the left-hand panel. Type a meaningful name to Save your filter
Creating Filters - Using the OR Operator
☝️ Tip! To create a filter which displays a list entity names which either start with the letters ac OR the letter br:
- Follow the rules for creating a basic filter above
- Click Combine with another filter. Another filter box appears, see below
- As we want to find Entity Names which start with the letters br, do not make any changes to the drop-down options
- Type the first few characters of the second Entity Name for which you are searching
- Optional - click Save Filter... to save your filter for re-use. The New Filter displays in the left-hand panel. Type a meaningful name to Save your filter
☝️Tip! The filter updates on-the-fly, click the filter to view new and existing Entities which match your Filter criteria
How do I rename an advanced search filter?
To rename an advanced search for an entity navigate to the Entity Dashboard and follow these steps:
- Locate the Filter you wish to rename in the left hand Filter list of the dashboard
- Hover your mouse over the Filter, click the ellipses (•••)
- Click Rename from the action menu
⚠️ Note: You cannot rename default filters such as the Every Entity filter
How do I reorder advanced search Filters?
- From the Entity Dashboard, locate the Filter you wish to reorder in the Filter list
- Hover your mouse over the Filter and click and hold the vertical grip button to the left of the filter name
- Drag the filter to reorder it
⚠️ Note: You cannot reorder default filters such as the Every Entity filter
Adding a new entity
From the Entity Dashboard:
- Click the + Add New Entity button near the top right of the screen
- Complete the entity details in the Add New Entity modal - no details are mandatory
☝️Note: Similar to Google Docs - data entered into an Entity is saved automatically