Accessing Records

If a tab for the Object is already displayed in the application, click it to see a list of records. Then choose your view from the sidebar, or create your own.

If the application Object doesn't appear in your list of tabs:

1. Go to {your name} > Account Management > Workspace Preference
2. Click [Edit]
3. Choose the application to manage.
   (The selection defaults to your current application.)
4. Move the object from the Hidden list to the Visible list.
5. Click [Save]

If the object you need isn't available in the list, follow the administrator's steps below. Then repeat the steps above.

For administrators:

To make an application object available to a users:

1. Go to > Shared Global Resources > Tab Preferences.
2. Choose the user's role, or select the All Roles entry.
3. Move the object from the Available list to the Selected list.
4. Click [Save]

Note: If the appropriate menu choices don't appear, ask your system administrator to make the changes.