Viewing Collections of Records
Use collections to access records without having to search for them.
You can define many collections for a single record type. In the graphic above, all of the links in the left pane, such as Companies, People, and Leigh's address book, are collections. Each collection can use a different combination of search criteria to present a different list of records.
By default, most record types have one or more of the following collections:
- Recently Viewed—Displays up to 25 of the last records that you viewed, in reverse chronological sequence, over a period of 90 days. This link is always the first collection listed in the left pane, and you cannot delete this collection or change its order.
- All <record type>—Displays all of the records of the selected type that you have the rights to view.
- Recently Created—Displays a list of records of the selected type that were added to within the last 30 days.
- Recently Modified—Displays a list of records of the selected type that were edited within the last 30 days.
Although Recently Viewed is the default collection, you can click another collection during your session and that collection will be remembered for the duration of the session. For example, if you leave a record type, do work in another area, and then later return to that record type, the collection you last used for that record type will be the one that appears now.
In addition to the collections listed above, some record types also have specific collections as follows:
Specific Collections by Record Type
|
Record Type |
Specific Collection |
|---|---|
|
Calendar |
Upcoming—Displays a list of appointments that will occur 90 days from today's date. |
|
Invoices |
|
|
Projects |
My Assigned—Displays a list of the projects to which you are assigned. |
|
Tasks |
|
Managing Collections
The collections that you see in the left navigation pane are initially determined by your system administrators, but you can also affect which ones are shown by subscribing or unsubscribing to collections.
On the Manage Collections page, you can do the following:
- View the collections to which you currently subscribe
- Unsubscribe from a collection
- Subscribe to a collection
- Reorder the sequence of collections
To open the Manage Collections page
In the left navigation pane, click the gear icon 
. Select the desired collection from the resulting menu.
Note: For the Contact record type, collections may also include "Address Books". For all other record types, the term "Collections" is used. Regardless of the term, managing collections is done in the same way for all record types.
To subscribe to a collection
Click the link Subscribe to <record type > Collection.
To unsubscribe from a collection
Click the Remove check-box next to the collection that you want to delete, and then click Update.
To reorder the sequence of collections
- Type sequence numbers into the Order field in each row. Collections with the smallest numbers will appear first in the left navigation pane. You cannot reorder the Recently Viewed collection—it will always appear before any other collections.
You cannot change the order of the Recently Viewed collection. It is always the first collection listed. - Click Update.
Manage Collections Page
|
View |
Description |
|---|---|
|
Subscribe to <record type> Collection |
Click this link to open the Subscribe to Collections page. Select a collection on that page and click Subscribe. |
|
Order |
Specifies the order, starting with 0, that you want the collections to appear on the left side. Change the numbers in the text boxes to update the order. |
|
Name |
Displays the name of the collection. Click a link to open a collection. |
|
Remove |
Select a collection to remove it from your collections list. |
|
Ownership |
Specifies the owner of the collection. |