List View
This is the default way to access records including requests, tasks, solutions, accounts, contracts, bills, contacts, and products. In this view, all records of similar types are listed in a table format.
List view allows you to search records, perform actions, filter etc. The following is the availability of various options in the respective list views.
Options | Requests | Solutions | Accounts | Contracts | Contacts | Products | Bills |
Search | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
Advanced Search | Yes | No | No | No | No | No | No |
Add/Remove Columns | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
Set Number of items | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
Page Navigation | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
Refresh options | Yes | No | No | No | No | No | No |
View Filters | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
Actions | Yes | Yes | Yes | Yes | Yes | Yes (Delete only) | Yes (Delete only) |
Alphabetical Filter | No | No | Yes | No | Yes | No | No |
Custom Filters | Yes | No | No | Yes | No | No | No |
Details Page
This is the default way to access records to view complete details of a single record. In this view, you can perform actions to the particular record including edit and delete. Bulk actions and customizations are not available. To access the details page, click the relevant attribute in the respective list view. For example, to go to the request details page, click the subject line in the request list view.
Related Articles
Accessing the Application
SupportCenter Plus provides a common login page for all users. A valid login credential is required to access the application. After a successful login, the user will be directed to the help desk or self-service portal depending on the role. Users ...
Custom Modules
SupportCenter Plus has built-in modules such as Requests, Solutions, and configuration entities such as Users, Status, Priority, Level, and Mode. Organizations might want to create additional entities to suit their business processes and workflows. ...
Introduction
Customer portal is an open-access interface for both registered and unregistered contacts. It can be either a unified-portal for all service and product offerings or an exclusive portal for specific products or services. Accessing the Customer ...
Custom Modules: Web Tabs
SDAdmins can create and design modules from scratch to meet the unique needs of their organization using Custom Modules. Web tabs are one of the two types of custom modules and they function like any other module, where you can collect, store, view, ...
Association Types
Association type denotes the nature of association between records in the source and associated module. The association type is expressed twice: Association Type: The nature of the association like impact, enables, and submits. Inverse Association ...