What's New for Offline Web Client Users
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Remote users only |
Use the What's New view to track additions, updates, and deletions to your local database, and to subscribe to accounts. What's New information is organized on a series of tabs.
Note: The security access determines what functions are
available. Contact the administrator for any access rights changes. WebViewer
users may not access full functionality.
To open the What's New view, on the Navigation Bar, click .
You can perform these actions:
- Filter Records.
- To delete transactions, click the
(),
select a date, click , and then click . - To view new or modified records, click the tab with the type of items you want like to view. Options are Contacts, History, Notes, Accounts, Activities, Documents, and Opportunities.
- Subscribe to accounts
- Unsubscribe to accounts