Plan Availability | All plan types |
Permissions | General Access: View and update records within assigned permissions. |
Related Reading |
Overview
The Next & Previous Record Navigation feature allows members to seamlessly move between records within a solution. This functionality is useful for quick browsing, updating records efficiently, and managing data with minimal disruption.
Easily switch between records using the
< >arrows in the record window.Records are ordered according to the active view's sort settings.
Make updates on the fly, with prompts to save changes before navigating to another record.
How It Works
Navigating Between Records
Open a record within any solution.
Use the
< >arrows on the left and right of the record window to move between records.Records follow the active sort order in the current view.
Update records directly, ensuring changes are saved before switching to the next entry.
When Navigation Arrows May Not Appear
If a record is opened from the Notification Center and is not part of a sequential list.
If the record is accessed via direct search instead of from a filtered list.
If you are viewing the first or last record, the arrows for previous record or next record (respectively) will be grayed out and not clickable.
Practical Use Cases and Scenarios
1. Efficient Data Entry
Scenario: A data entry specialist needs to review and update multiple customer records.
Solution: Use Next & Previous Navigation to quickly move through records while making updates.
Outcome: Saves time and improves workflow efficiency.
2. Managing Sales Leads
Scenario: A sales team is reviewing lead details to update statuses and add notes.
Solution: Navigate through lead records in the sorted pipeline view.
Outcome: Ensures all leads are efficiently reviewed and updated.
3. Reviewing Support Tickets
Scenario: A support team member needs to assess and resolve customer inquiries in a queue.
Solution: Move through tickets sequentially using Next & Previous Navigation.
Outcome: Speeds up ticket resolution and enhances customer service response time.
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