Not all options are available from all views.
Use the Task Pane common tasks to complete your work. The available options depend on the record type and type of view where you are working.
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Not all options are available from all views. |
The following table explains which options are available from the Task Pane on each list view.
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If you do not select any records, you will be asked if all records in the group should be used. If you click OK, all group records will be selected, regardless of any filters. |
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Common Tasks |
Accounts |
Contacts |
Opportunities |
Leads |
Sales Orders |
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Add to Group (ad hoc group only) |
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Remove from Group (ad hoc group only) |
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The following table explains which options are available from the Task Pane on each detail view.
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Common Tasks |
Accounts |
Contacts |
Opportunities |
Leads |
Sales Orders |
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The following table explains which options are available from the Task Pane on each list view.
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If you do not select any records, you will be asked if all records in the group should be used. If you click OK, all group records will be selected, regardless of any filters. |
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Common Tasks |
Contacts |
Leads |
Campaigns |
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Add to Group (ad hoc group only) |
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Remove from Group (ad hoc group only) |
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The following table explains which options are available from the Task Pane on each detail view.
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Common Tasks |
Contacts |
Leads |
Campaigns |
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The following table explains which options are available from the Task Pane on each list view
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If you do not select any records, you will be asked if all records in the group should be used. If you click OK, all group records will be selected, regardless of any filters. |
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Common Tasks |
Contacts |
Tickets |
Contracts |
Returns |
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Add to Group (ad hoc group only) |
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Remove from Group (ad hoc group only) |
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The following table explains which options are available from the Task Pane on each detail view.
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Common Tasks |
Contacts |
Tickets |
Contracts |
Returns |
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The following table explains which options are available from the Task Pane on each list view.
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If you do not select any records, you will be asked if all records in the group should be used. If you click OK, all group records will be selected, regardless of any filters. |
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Common Tasks |
Contacts |
Tickets |
Defects |
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Add to Group (ad hoc group only) |
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Remove from Group (ad hoc group only) |
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The following table explains which options are available from the Task Pane on each detail view.
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Common Tasks |
Contacts |
Tickets |
Defects |
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The following table explains which options are available from the Task Pane on each list view.
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If you do not select any records, you will be asked if all records in the group should be used. If you click OK, all group records will be selected, regardless of any filters. |
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Common Tasks |
Users | Products | Competitors | Lead Sources | Literature Items | Packages | Teams | Pick Lists | Roles | Departments |
| Add to Group (ad hoc group only) |
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| Remove from Group (ad hoc group only) |
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| Add to Team |
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| Remove from All Teams |
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| Set All Users To Standard Role |
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| Add Pick List |
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The following table explains which options are available from the Task Pane on each detail view.
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Common Tasks |
Users | Products | Competitors | Lead Sources | Literature Items | Packages | Teams | Pick Lists | Roles | Departments |
| Add to Group (ad hoc group only) |
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| Remove from Group (ad hoc group only) |
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| Save Records as Group |
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| Export to File |
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| Copy User |
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| Copy Profile |
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| Replace on All Teams |
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| Copy Team |
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| Copy Department |
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| Add Pick List |
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Related Topics