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Records
... Records Records in Workbooks are displayed as forms, which are a collection of fields of information. Most fields will be self-explanatory and can be ...
Deleting Records
The delete button seems to be available on some records but not on others. Why is this? Your ability to see the Your ability to see the Delete button is dependent upon various things. For many records (People, Organisations, Opport ...
Access to records
Can I make sure that users can only see records that are assigned to them? Yes, within Workbooks it’s Yes, within Workbooks it’s possible for System Administrators to set a global policy to control whether or not users can view and/or ...
Finding records
I've got lots of records in my database and scrolling through them to find the ones I want takes a long time. Is there a quick way to find them? Use the Search window in the Use the Search window in the task bar; if there is only one m ...
Recent Items
Is there a quick way to find records I've recently had open like there is in other tools? Simply click Start > Recent Simply click Start > Recent Items and click on the item you want to open. To contro ...