Navigate Records
Navigate primarily means the process of moving back and forth within the records. Navigation in CRM allows easy movement between records; provides options to choose the number of records to be displayed in one page; and saves time in accessing records.The two navigational options available in CRM are:
Page-level Navigation
Page-level navigation allows moving from a particular page with a list of records to the previous or next consecutive page, with more such records.
To navigate records
- Click the [Module] tab.
- In the [Module] home page, select a List View from the drop-down list.
- In the [Module] section, click the Previous or Next arrows to access the record list.
Note
- You can select the number of Records per page from the drop down list to see more records.
- The number of records that you can view per page varies based on your CRM Edition.
Record-level Navigation
Record-level navigation allows moving from one record to the previous or next consecutive record(s).
To navigate records
- Click the [Module] tab.
- In the [Module] home page, select a List View from the drop-down list.
- From the list of records, click any record.
- In the Record Details page, click the Previous or Next arrows to access the next/previous record, or directly go to the first/last record.
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