Quick Access

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

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

Favorite Records

If you are constantly editing or viewing the same set of records, you might want to add those records as favorites. You can then access them via the Quick Access menu.

Favorite Records

To favorite a record, just click on the 'star' icon.

Add Favorite

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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