Using the Return list view
The Return list view displays all of the returns that you have access. You can use and to filter the list of records.
Note: The security access determines
what functions are available. Contact the administrator for any access rights changes.
WebViewer users
cannot
access full
functionality.
You can click on the Navigation Bar, to access the Return list view.
On this page you can:
- Click , to refresh list information.
- Click the return ID, to access the Return detail view. See Using the Return detail view.
- Use the Summary view. See Using the Summary View.
- Use the to search for records. See Using Lookup.
- Work with records in a grid. See Working with Grids in list views and tabs.
- Filter My list. See Using Task Pane Filters.
- View a group. See What are Groups?.
The Task Pane contains the Common Tasks section. In this section, you can:
- Use Mail Merge in the web client. See Using Mail Merge in the Web Client.
- Add or remove from group. SeeAdding Ad Hoc Group Records.
- Save Records as a group. SeeAdding an Ad Hoc Group.
- Export to file. SeeExporting Records to a File.
- Promote to Dashboard. SeeWorking with the Welcome page.
- Update records. SeeUpdating Multiple Fields for Multiple Records.
- Delete records. SeeDeleting Multiple Records.