Using the Account List View

The Account List view displays all the accounts that you have access to. You can use groups and lookups to narrow the list of records that display.

To open the Account List view, on the Navigation Bar, click Accounts.

On this page you can:

• Work with records in a grid
• Use the Summary View
• Click (Refresh), to refresh the list information.
• Filter my list
• Use the Lookup to search for records
• Click the account's name, to open the Account Detail view
• View a group
• Use the Group Shortcut Menu

The Task Pane contains the Common Tasks section. In this section, you can:

• Add, remove or save adhoc records as groups
• Export records to a file
• Show on Map
• Work with the dashboards
• Import records
• Update multiple records
• Delete multiple records

The Task Pane contains the Account Tasks section. In this section, you can promote account to Infor CRM Back Office Extension only.