Large organizations may have millions of records in their databases to store information.
A single record contains information that displays on several separate pages, shown by the links in the left pane.
Links for Each Page in the Left Pane of a Contact Record
Note: You must have the appropriate access rights to perform certain tasks. If you don't have rights, you will not have access to the buttons, icons, or links that allow you to access part of a record. For more details about how rights work, see Working with Record Security.
The following table shows how you can use most records.
...Records |
How... |
|
Finding |
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Viewing |
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Creating |
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Using Wizards |
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Editing |
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Adding |
Categories |
|
Security |
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History |
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Relations |
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Documents |
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Workflow |
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Deleting |
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Printing |