Applications › Market
Use Market to work with Market records and access related Accounts, Clients, and Principals information.
What you can do
- Select Standard Layout to apply the standard screen layout.
- Select Add Layout to add a layout.
- Select Save to save the current Market record.
- Select Update Current to update the current item.
- Select Delete Current or Delete to remove an item.
- Select Columns Chooser to choose displayed columns.
- Select Export to export the displayed information.
- Select All and Apply filter to view and filter information.
- Select Tickets to access tickets.
First session: Apply the standard layout and save a Market record
- Go to Applications > Market.
- Open the Market record screen.
- Select Standard Layout to apply the default arrangement of information on the screen.
- Update the Market record as required.
- Select Save.
Confirm the result
The Market record remains available with the standard layout applied and your changes saved.
Next steps
- Open Accounts to work with business customer or organization records.
- Open Clients to review client-related information.
- Open Principals to work with principal-related information.
- Use Columns Chooser, All, and Apply filter when reviewing Market information in a list.
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