User Guide › Configuration
Overview
Use the Plans workspace in Configuration to review plan records and their displayed pricing and activity information. Sales representatives, sales managers, purchasing officers, warehouse managers, project managers, and finance officers can use the list to identify plans by their Plan, Price, Created at, Modified at, and Active values.
Before you start
Ensure that you have access to the Plans area in Configuration.
Steps
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Open the Plans list in Configuration.
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Review the plan records displayed in the list. Use the Plan column to identify the plan and review its associated Price, Created at, Modified at, and Active information.
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If required, enter known search text in the Search box to work with the available plan list.
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Select Select when you need to use the list selection control.
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Open the required plan record form and review the plan record.
Tips & cautions
Note: The Plans list displays a count of the records currently shown.
Tip: Use the Plan and Price columns together when distinguishing plan records with similar names.
Result
You have reviewed the available Plans list and opened the relevant plan record form.
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