What's new for offline Web Client users
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Remote users only |
Use the What's New view to track additions, updates, and deletions to your local database, and to subscribe to accounts. What's New information is organized on a series of tabs. See What's New
Note: The security
access determines what functions are available. Contact the administrator for
any access rights changes. WebViewer users cannot access full functionality.
To access the What's New view, on the Navigation Bar, click .
On this page, you can:
- Filter Records. See Filtering records
- To delete transactions, click the , select a date, click , and click .
- To view new or modified records, click the tab with the type of items you require to view. Options are Contacts, History, Notes, Accounts, Activities, Documents, and Opportunities.
- Subscribe or Unsubscribe to accounts. See Subscription and security