The console's list view allows you to quickly perform actions within Apto without leaving the console.
Display list views
From the drop-down list in the top left of the list view frame, select an object, and then select a list view of the object to display in the console's list view frame. No data displays in the console if the selected list view does not contain any records.
Enter keywords in Search and click Go! to perform an advanced search across all searchable objects you have access to in your organization. Search results display in the detail view. Terms in an advanced search are treated as separate words rather than a phrase. So, searching for "Pat Powers" in advanced search will find a contact named "Pat P Powers" as well as a contact named "Pat Smith" with an email address of "firstname.lastname@example.org."
From the New drop-down list, select any object to create a new record. New record pages display in the detail view.
View recent items
From the Recent Items drop-down list, you can choose to display any item you most recently viewed. Recent items display in the detail view.
Perform mass actions
Select the checkbox next to items in the list view, and from the Mass Action drop-down list, choose the action you want to perform on all the selected records.
|Note||To resize a frame in the console, point to a frame. When the pointer changes to a double-headed arrow, drag the frame until it is the size you want. You cannot resize the sidebar.|