Record Actions

View / Edit Records
Within a table, you can view records, and depending on the type of data, you can edit records. For example, edit an order’s delivery date, or edit a custo...
Wed, 24 Sep, 2014 at 1:50 PM
Email a Record
You can email a record to another Infoplus user. For example, if you want to notify your supervisor that an order has shipped, you can email that order al...
Wed, 24 Sep, 2014 at 1:50 PM
Add / Review Record Notes
You can review and add notes to a record. For example, create a note to recap a phone conversation with the customer regarding a specific order.   ...
Wed, 24 Sep, 2014 at 1:50 PM
Watch a Record
Watching a record means the "watcher" is notified via email when the record has changed. Access the table containing the record to be ...
Wed, 24 Sep, 2014 at 1:50 PM
Audit a Record (View Record Activity)
You can Audit a record to see a trail of activity taken on the record. In this article, you will learn how to: View a Record's Audit ...
Thu, 7 Jan, 2016 at 2:51 PM
Export Records to Excel or PDF
Export an entire table's data, or just selected records to an Excel spreadsheet or PDF file.  NOTE: To view a video demonstration of expor...
Tue, 2 Aug, 2016 at 7:15 PM
Run a Process from a Table
Processes are actions you take on records. For example, run the “Cancel Order” process on a record(s) in the “OMS Orders” table to cancel the order(s). ...
Wed, 1 Oct, 2014 at 10:33 AM
Run a Report from a Table
Reports allow you to analyze records and print content. For example, run the “Reprint Order Receipts” Report to print order receipts for the selected reco...
Wed, 1 Oct, 2014 at 10:33 AM