Info Center Detail and List Views

For some Info Centers, you can view the data in either detail or list view.

The Detail View and List View icons that display on the toolbar in some of the Info Centers allow you to switch back and forth between the following views:

• Detail View — This is the default view that displays when you open an Info Center. All fields for the Info Center records are displayed on tabs on the Info Center form. The detail view is the format that is described in help topics in the Help system.
• List View — In this view, fields for an Info Center record are displayed in columns in a grid rather than on separate tabs. In the grid, you can display one or more Info Center records at a time. You can add, remove, or change the order of the columns in the grid by clicking the Select Fields option on the Info Center grid toolbar.

  Use the list view to locate and evaluate Info Center data quickly. For example, you know that you have an opportunity that is associated with a particular client, but you do not remember specific details. To locate the opportunity, use the List View to filter the opportunity records by client. Then review the list to locate the record that you want.

  In the list view, you can click the drop-down arrow on the grid toolbar to print the contents of the grid or export the contents to Microsoft Excel.

  If you use the Multicompany feature, the list view in the Employee Info Center only displays the employee's home company.

The Info Center records that you select using the Standard lookup or the Advanced lookup in the Search field on an Info Center form display in the Detail and List Views.