Everything connected to this record
The 360° panel on every record page and on every line: what it is made of, what has happened to it, what it holds — adding to it without leaving, and getting back to where you started.
Open a customer and you see a customer. What you wanted was the orders, the invoices, the cases and the contacts — each of which used to be a different screen, filtered by hand.
Essential · 7 minutes · 7 steps · 4 questions
Walked over Journals (Accounting) — the behaviour is the same on all 1278 screens.
Next track
Progress is kept in this browser only — it is not sent anywhere and nobody else can see it.