Using the Office Profiles List View

The Office Profiles List view displays your office profiles. An office profile contains information for the main office or any remote office locations. You can use groups and lookups to narrow the list of records that display.

The system administrator and users with the appropriate role can access these features.

To open the Office Profiles List view, select Administration from the Navigation Bar and then select Office Profiles.

You can perform these actions:

• To refresh list information, click (Refresh).
• Click the company's name to open the Office Profile Detail view.
• Work with records in a grid
• Filter my list
• Use the Lookup to search for records
• View a group