Record Actions
Within a table, you can view records, and depending on the
type of data, you can edit records. For example, edit an order’s delivery date,
or edit a custo...
Wed, 24 Sep, 2014 at 1:50 PM
You can email a record to another Infoplus user. For example,
if you want to notify your supervisor that an order has shipped, you can email
that order al...
Wed, 24 Sep, 2014 at 1:50 PM
You can review and add notes to a record. For example, create
a note to recap a phone conversation with the customer regarding a specific
order.
...
Wed, 24 Sep, 2014 at 1:50 PM
Watching a record means the "watcher" is notified via email when the record has changed.
Access
the table containing the record to be ...
Wed, 24 Sep, 2014 at 1:50 PM
You can Audit a record to see a trail of activity taken on the record. In this article, you will learn how to: View a Record's Audit Download Au...
Tue, 15 Dec, 2020 at 3:51 PM
Export an entire table's data, or just selected records to an Excel spreadsheet or PDF file.
NOTE: To view a video demonstration of export...
Tue, 2 Aug, 2016 at 7:15 PM
Processes are actions you take on records. For example, run
the “Cancel Order” process on a record(s) in the “OMS Orders” table to cancel
the order(s).
...
Wed, 1 Oct, 2014 at 10:33 AM
Reports allow you to analyze records and print content. For
example, run the “Reprint Order Receipts” Report to print order receipts for
the selected reco...
Wed, 1 Oct, 2014 at 10:33 AM