Views ...................................................................................................................................... 16
Editable Grids ........................................................................................................................................... 17
Look For and View Filters ........................................................................................................................ 17
Personalize your Default View ................................................................................................................ 18
Alphabet Bar ............................................................................................................................................. 18
Column filtering ........................................................................................................................................ 19
Column sorting ......................................................................................................................................... 20
Charts ......................................................................................................................................................... 20
Record Navigation to Related Entities ............................................................................... 21
Updated September 15, 2020
The content of this document is furnished for informational use only. It is subject to change without
notice and should not be construed as a commitment by Protech Associates, Inc. Protech Associates,
Inc. assumes no responsibility or liability for any errors or inaccuracies that may appear in this
document.