Applications › reference list
Overview
The Reference List area provides a central view of reference records within the application. It is intended for users who need to review, locate, and maintain reference information used across business operations.
Sales representatives, account managers, project managers, purchasing officers, warehouse managers, and finance users can use this area when working with records that support Accounts, projects, purchasing, Warehouse, Stock, and financial activities. The available controls allow users to save changes, filter the displayed list, select records, and access related working areas.
Reference List records can also be printed, attached to supporting files, and associated with Tickets where required.
What you can do here
- Use Save to save changes to the current Reference List record.
- Use Save and Close to save the current record and close it.
- Use Select to select a Reference List record.
- Use Apply filter to filter the Reference List records displayed.
- Use Print to print Reference List information.
- Use Attach to add or view attachments for the current record.
- Use Tickets to access Tickets related to the current Reference List record.
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