Products
Use the Products module to create and manage products.
The Products Home page displays the following information:
- A Search sub-panel where you can enter keywords such as the product name and manufacturer part number to search for a specific product.
- To search a specific category, select it from the Category drop-down list.
- To perform an advanced search using additional fields, click the Advanced Search tab.
- To customize and save the search layout and results, click the Saved Search & Layout link on the Advanced Search tab.
- A Search sub-panel where you can enter the subject or contact to search for related activities. To perform an advanced search using additional fields, click the Advanced Search tab.
To view a column in the search result, move it to the Display Column list using the left arrow. You can also change the order in which the results display from Ascending to Descending. Enter a name for the search results in the Save this View as ? field and click Save.
- A list of existing products along with related information such as the account name and price.
- To view the details of a product, click the name in the Products list.
- To export information on one or more products in .csv format to your local machine, select them in the list, click the Export link, choose Selected Records, and save the file. To export all the products listed on the page or the entire list, select Current Page and Entire List respectively.
- To update or delete multiple listed products, use the Mass Update sub-panel.
- A Shortcuts section that displays the following options:
- Create Product. Click this option to create a new product or to select one from the product catalog.
- Products. Click this option to navigate back to the Products home page from a product's detail page.