Changing QuickList Databases

This document explains how to change the set of QuickLists you use in WinTOTAL and TOTAL.

Document 6025  ¦  Last updated:  08/02/2016 JH9

TOTAL and WinTOTAL both have the ability to use different QuickList databases from multiple users.  This document explains how to change which QuickList database you use.  To begin, choose the tab below that corresponds to the program that you use:

To change QuickLists in TOTAL:

  1. In the Forms PowerView, click the Text Database icon ( Add QuickList button ) .
  2. Select a Text Database from the drop‑down menu to set it as the active database.

That's it!  After selecting a different QuickList database, you're able to access, add, and delete QuickList entries in that database.  To switch back to your own QuickLists, simply follow these steps again and choose your username.

See how to do this through TOTAL's Configuration Settings

  1. With a report open, click Tools, then select Configure Settings.
  2. When the Settings window opens, click Forms on the left, and scroll down to Choose your preferred QuickList.

  3. In the drop‑down menu, choose the Text Database you wish to use, then click Save & Close.

To change QuickLists in WinTOTAL Aurora:

  1. With a report open, click Edit and select Change Text Database name from the menu.

  2. When the QuickList Name window appears, you'll see a list of the other WinTOTAL users on your computer or network.

  3. Now, just click the name of the Text Database that you want to use, and click OK.

That's it!  After selecting a different QuickList database, you're able to access, add, and delete QuickList entries in that database.  To switch back to your own QuickLists, simply follow these steps again and choose your username.

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