Practically all records in the database are presented initially in list places, one for each record type, such as Sales Orders, Items, Cash Receipt Journals, and Posted Sales Shipments. List places may be filtered by default configuration, such as Sales Orders, Partially Shipped, and you can set your own filters to limit the number of records shown. For more information, see How to: Set Filters.
If you double-click (or press Enter) on a line in the list, the record opens in a new window in the default mode (Edit, View, or New) of that particular record, for example View mode if it is a posted document. Some records in a list place can be opened in another mode from the Actions menu. For more information, see How to: Make Windows Editable and How to: Create New Lines and New Cards.
Apart from the list of records in the center of the window, list places can display one or more of the following UI parts:
Ribbon
Below the menu bar, is the ribbon pane where the tasks that you most commonly need for the list place are easily accessed. You can easily add or remove items from the ribbon. For more information, see Customizing Role Center and Pages.
FactBoxes
To the right of the list, you can collect one or more FactBoxes that display information about the selected line on the list, such as statistics for a customer in the customer list. You can choose on the links in a FactBox to open related information—for example, a list of documents or entries that underlie the totals in the FactBox.
 Note |
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| In addition to the information FactBoxes, you can add a Notes FactBox where you can write notes for the particular record, either as a general comment for later processing, or as a directed question or instruction to another user who can respond to the note using their own Notes FactBox. These notes or correspondences will follow the record, for example the sales order, as it is processed in the company. |
With a Links FactBox, you can add a link from the record to an external document or program. For more information, see How to: Link from Records to External Information or Programs.
Chart Pane
The chart pane can display data from the list in a graphic form. Displaying selected data visually can quickly help you get an overview of complex information. For more information, see Charts.
The chart pane is hidden by default because it may slow down performance of the application. Therefore, you should display it only when you need the information.
After you select the chart pane in the Customize menu, you create your own chart by selecting 2 or 3 dimensions. You can create a simple bar chart by selecting a dimension on the X-axis and the dimension Dimension Count on the Y-axis.
You can personalize practically all UI parts in the list place to suit your work habits and needs. For more information, see Customizing Role Center and Pages.