Accessing the Records

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.
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