Accessing the Records

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.