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.
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