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I want to find a certain Account or Contact. Do I always have to click on certain tab?

Produs IO is intuitive system and is not entirely build in hierarchic way. All documents are interlaced and you can easily go from one document to other. Last Viewed search is very helpful because shows last 10 viewed documents. It can be found on the left side under the field Search.

Just by clicking on Contact, Account etc. you can easily go from one Contact, Account etc. to another or go to Activities and back to Account etc.

Irrespective of views classified by Accounts, Contacts etc. it is more useful to click from one document to another. You cannot get lost. You will always find a searched record.

How to search for a certain record can be found in chapter Searching.

  • us/slobase/help/1_general/g_surf.1218462993.txt.gz
  • Zadnja sprememba: dd/mm/Y H:i
  • uporabnika mgregorc