Literature Tab

The Literature tab in the Activities view lists literature requests scheduled by a selected user or users. Literature can include catalogues, brochures, advertisements.

On this page you can:

  • View literature requests:
    1. Open the Activities view.
    2. Click the Literature tab. A list appears of all literature requests, you can access.
    3. If necessary, use the filters to narrow the list.
    4. Click View to open a literature request or right-click a request and select Open Literature Request.
  • View or hide the details pane:
    1. Click Detail.
    2. Select a record.

      The Details pane displays at the bottom of the list view with detailed information about the selected record.

    3. To hide the Details pane, click Hide Detail.
  • View the summary pane:
    1. Click Summary.
    2. To return to the List view, click List.
  • Schedule a literature request:
    1. Do one of the following:
      • In the Task Pane Common Tasks, under Schedule, click Request.
      • Right-click in the grid and click Schedule Request.
    2. Follow the steps to schedule a literature request.
  • Delete literature requests
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