Concepts

Each menu option shows the records in List mode (grid) and Sheet mode (detail per unit). The configuration of the information to be displayed is performed through:

• Filters: data selection and restriction of records to be displayed.
• Views: display and presentation of data in the form of statistical reports, with groupings of data and an improved page layout.
• Lists of values: display and presentation of the list of available values for a field in a table format.
• An editor: presentation of datasheets.
   

The search of records is performed: 

• From a search area in the top banner.
• Through full text search.

Notes

• Only profiles, authorized to edit can modify or configure these objects; only authorized profiles can view them.
• Access to Quick Call and to Quick Dashboard are specific and have special rules. 
• The working data are defined through parent queries, contextual to each menu option.
• The records are updated through wizards.
• You can configure the display of search results for certain search options in the Search Studio.   See Configurable elements.