Quick Access

The Quick Access menu helps you view your most recent activity and pinned records.

Note: The Quick Access section will only display the activity and pinned records of the signed in user.

Pinned Records

If you are constantly editing or viewing the same set of records, you might want to pin those records to the Quick Access menu.

Pinned Records

To pin a record, just click on the 'pin' icon.

Pin Records

Record Activity

The record activity section displays the records you have recently viewed, created or updated.

Records Activity

Note: The record activity panel displays your last 10 record interactions.

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