Using the Sales Order list view

The Sales Orders list view displays all the sales orders that you have access. You can use Groups and Lookup to filter the list of records.

To access the Sales Order list view, you can click Sales Orders on the Navigation Bar.

On this page, you can:

• Click Refresh to refresh list information.
• Use the Summary view. See Using the Summary view.
• Work with records in a grid. See Working with Grids in list views and tabs.
• Filter My list. See Using Task Pane filters.
• Access the Sales Order detail view: If necessary, use the Lookup to locate a sales order, and then click the Sales Order Number. See Using lookup.
  Note: The Sales Order Number includes a prefix value which indicates where the sales order was created. CRM if the sales order is created in the application or EXT if the sales order is created in an integrated back office application. This prefix do not display in the integrated back office application.
• 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 to group. See Adding Ad Hoc group records.
• Remove from group. See Removing Ad hoc records.
• Save records as a group. See Adding an Ad Hoc group.
• Export to file. See Exporting records to a file.
• Export records to a file. See Exporting records to a file.
• Promote to dashboard. See Working with the Welcome page.
• Update the fields. See Updating multiple fields for multiple records.
• Delete Multiple records. See Deleting multiple records.
• Start CRM workflow. See Starting a CRM workflow