Records
- Tim Sweeney
Records hold the inputted data across the supported data tables - Contacts, Opportunities, Cases, Service Agreements, Work Orders, etc.
Most records will have a similar look and feel, with some common traits, regardless of the type of data that is being captured.
From a record you can also see related records, for example, a Client Record can have many related Opportunities or Connections.
Accessing a record via the desktop login:
Go to the Contacts Tab, select a suitable list view and click on the Client Name link to access the animal record.
An Animal Record is more detailed than most other system records and many of the areas will be covered through this guide, the common areas that are available on most system records are details below.
Highlights Panel - across the top of the record and contains a snapshot of data that helps to easily identify the record.
Quick Actions - appear in the top right of the record and allow you to initiate common actions used to manage the record.
Details - contains the standard data that is available on the record.
Related Lists - are lists of records that are related to the record you are viewing, for Contact this is - Documents, Training Certification, Notes, Cases, etc.
