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Usually there are many records stored in a system, but not all of them are of interest for the particular user. To help you display only the records you want Record Browser offers a very usefull tool: displaying recent or favorite records only. To choose one of this options, select it from the basic filtering list placed near the title of the module you are currently browsing (on the picture "Companies" module is used as example). There are 3 options available on this list: "All", "Recent" and "Favorites". "All" means that you want to display all possible and available to you records in the category. "Recent" will display records recently seen by you - usually the last 15 you've seen (but this depends on the module). "Favorites" option is used to display only these records that are marked as your favorite. Majority of modules use favorites as a tool, but you may sometimes encounter a module without this functionality, for example, Phone Calls. |
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When module uses favorites there is a special column visible (when browsing records) that shows whether record is one of favorites or not. This column has the label "Fav". Yellow star icon (![]() ![]() |
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Subscriptions are very important and useful tool implemented in the system. The main idea behind them is to allow users to track changes in records that are important or interesting for them. Subscribing to a record means that from that moment you will be notified of all the changes that are made to that record. For some specific types of records not only changes are tracked, but also the records that use the subscribe record are listed. For example if you subscribe a contact, you will be notified of all the tasks that are assigned for this contact, provided you have an access to them.
The basic and most convenient way of displaying tracked changes is a dashboard applet specifically designed for subscriptions. However, you can view them through Record Browser as well. You can see whether the record is subscribed by you or not and you are informed whether you've seen the last changes or not. While browsing records, the column that covers these aspects is labeled as "Sub" (on the picture). You can see there dots in three different colors. The grey dot ( ![]() ![]() ![]() You can see a similar dot while veiwing record details. It is located on actions panel in the top right corner. It can be either green or grey and you can use it to subscribe or unsubscribe the viewed record. |
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There are many settings and tools in Record Browser that are optional and can be changed. They are split in two main categories - "Browsing tables" and "Browsing records". Both of them are accessible in the same way - via control panel. You can access control panel by choosing it from menu: Menu -> My settings -> Control panel (as shown on the picture). Here you can find buttons that will get you to both Record Browser settings categories among other. "Browsing tables" category contains more general settings, like number of records per page, while "Browsing records" deals with matters like the way of displaying specific types of records. |
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Back button is used to leave the settings category without making any changes. It takes you back to control panel. |
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Save button is used to save the changes in settings that you made. It saves the changes and takes you back to control panel. |
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Restore button changes the settings to default values. It doesn't however save this changes. You still have to confirm (using Save button) or cancel them (by using Back button). |
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Browsing tables options category groups the general browsing settings that are applied in all modules and to all kinds of records. Here you can find settings dealing with the look of the record tables, searching and sorting. |
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Browsing records category mainly allows you to set several options for each type of records separatedly. You will also find here some options dealing with creating and editing redords. |
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