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.
Note: The system administrator and users with the appropriate role can
access these features.
To open the Office Profiles List view, select from the Navigation Bar and then select .
You can perform these actions:
- To refresh list information, click
(). - 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