Using the Persons list view

The Person list view displays all of the ERP persons that you have access. You can use Groups and Lookup to filter the list of records that display.

To access the Persons list view, you can click Integrations and click ERP Persons on the Navigation Bar.

On this page you can:

• Click Refresh to refresh list information.
• Click the person name to access the Person detail view. See Using the Person detail view
• Filter My list. See Using Task Pane Filters
• Work with records in a grid. See Working with Grids in list views and tabs
• View a group. See What are Groups?
• Use the Lookup to search for records. See Using Lookup
• Use the group shortcut menu. See Using the Group Shortcut Menu