Expert Advice

Question: Can I look at the information for all of my vendors on a single screen or must I look at the information one vendor at a time?

Answer

Use the Grid View to view or maintain information for multiple records.  The Grid View is available in the following Info Centers:  Clients, Contacts, Leads, Marketing Campaigns, Opportunities, Employees, Projects (WBS1 only), and Text Libraries.

To use switch to grid view, click on View, then Grid View in the applications menu at the top of your screen.  To switch back to Tab View, click View, than Tab View.

After the Info Center is shown in Grid View, you may select the columns that will display on your screen. 

After selecting the desired fields to display in your grid, you may select your records (example, all vendors) and view or change the displayed information.

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